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Summit Wealth & Retirement Planning’s Huntington Ingalls Industries HII Stock Holding History

Summit Wealth & Retirement Planning’s Portfolio HII Stock Details HII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$362K Hold
953
– – 0.09% 75
2025
Q4 		$324K Hold
953
– – 0.08% 79
2025
Q3 		$274K Hold
953
– – 0.07% 85
2025
Q2 		$230K Buy
+953
New +$213K 0.06% 93

Other funds holding HII

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Wealth & Retirement Planning's HII Position: Q1 2026 in Review

Summit Wealth & Retirement Planning held its Huntington Ingalls Industries (HII) position steady in Q1 2026 at 953 shares worth $362K. The position accounts for 0.09% of the portfolio, ranked #75.

Summit Wealth & Retirement Planning first reported a position in HII in Q2 2025 and has held it in 4 quarters since. 894 funds tracked by Wall St. Rank hold HII as of Q1 2026.

  • Summit Wealth & Retirement Planning held 953 shares of Huntington Ingalls Industries worth $362K as of Q1 2026.
  • Summit Wealth & Retirement Planning left its Huntington Ingalls Industries share count unchanged in Q1 2026.
  • Huntington Ingalls Industries made up 0.09% of Summit Wealth & Retirement Planning's portfolio in Q1 2026, its #75 holding.
  • Summit Wealth & Retirement Planning first reported a position in Huntington Ingalls Industries in Q2 2025 and has held it in 4 quarters since.
  • 894 funds tracked by Wall St. Rank held Huntington Ingalls Industries as of Q1 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.