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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
Q2 		$267K Hold
953
– – 0.06% 93
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Summit Wealth & Retirement Planning's HII Position: Q2 2026 in Review

Summit Wealth & Retirement Planning held its Huntington Ingalls Industries (HII) position steady in Q2 2026 at 953 shares worth $267K. The position accounts for 0.06% of the portfolio, ranked #93.

Summit Wealth & Retirement Planning first reported a position in HII in Q2 2025 and has held it in 5 quarters since. The position peaked at $362K in Q1 2026. 811 funds tracked by Wall St. Rank hold HII as of Q2 2026.

  • Summit Wealth & Retirement Planning held 953 shares of Huntington Ingalls Industries worth $267K as of Q2 2026.
  • Summit Wealth & Retirement Planning left its Huntington Ingalls Industries share count unchanged in Q2 2026.
  • Huntington Ingalls Industries made up 0.06% of Summit Wealth & Retirement Planning's portfolio in Q2 2026, its #93 holding.
  • Summit Wealth & Retirement Planning first reported a position in Huntington Ingalls Industries in Q2 2025 and has held it in 5 quarters since.
  • Summit Wealth & Retirement Planning's Huntington Ingalls Industries position peaked at $362K in Q1 2026.
  • 811 funds tracked by Wall St. Rank held Huntington Ingalls Industries as of Q2 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.