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Total Wealth Planning & Management’s Huntington Ingalls Industries HII Stock Holding History

Total Wealth Planning & Management’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 		$737K Sell
1,939
-554
-22% -$228K 0.54% 59
2025
Q4 		$848K Buy
+2,493
New +$774K 0.63% 44
2025
Q2 		$613K Sell
2,538
-386
-13% -$86.2K 0.5% 64
2025
Q1 		$597K Buy
2,924
+628
+27% +$119K 0.57% 51
2024
Q4 		$434K Buy
+2,296
New +$496K 0.39% 72

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

Total Wealth Planning & Management's HII Position: Q1 2026 in Review

Total Wealth Planning & Management reduced its Huntington Ingalls Industries (HII) stake by 22% in Q1 2026, selling an estimated $228K and leaving 1,939 shares worth $737K. The position accounts for 0.54% of the portfolio, ranked #59.

Total Wealth Planning & Management first reported a position in HII in Q4 2024 and has held it in 5 quarters since. The position peaked at $848K in Q4 2025. 894 funds tracked by Wall St. Rank hold HII as of Q1 2026.

  • Total Wealth Planning & Management held 1,939 shares of Huntington Ingalls Industries worth $737K as of Q1 2026.
  • Total Wealth Planning & Management sold 554 Huntington Ingalls Industries shares in Q1 2026, an estimated $228K.
  • Huntington Ingalls Industries made up 0.54% of Total Wealth Planning & Management's portfolio in Q1 2026, its #59 holding.
  • Total Wealth Planning & Management first reported a position in Huntington Ingalls Industries in Q4 2024 and has held it in 5 quarters since.
  • Total Wealth Planning & Management's Huntington Ingalls Industries position peaked at $848K in Q4 2025.
  • 894 funds tracked by Wall St. Rank held Huntington Ingalls Industries as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.