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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
Q2 		$598K Buy
2,135
+196
+10% +$65.5K 0.4% 83
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Total Wealth Planning & Management's HII Position: Q2 2026 in Review

Total Wealth Planning & Management increased its Huntington Ingalls Industries (HII) stake by 10% in Q2 2026, buying an estimated $65.5K and bringing the position to 2,135 shares worth $598K. The position accounts for 0.4% of the portfolio, ranked #83.

Total Wealth Planning & Management first reported a position in HII in Q4 2024 and has held it in 6 quarters since. The position peaked at $848K in Q4 2025. 813 funds tracked by Wall St. Rank hold HII as of Q2 2026.

  • Total Wealth Planning & Management held 2,135 shares of Huntington Ingalls Industries worth $598K as of Q2 2026.
  • Total Wealth Planning & Management bought 196 Huntington Ingalls Industries shares in Q2 2026, an estimated $65.5K.
  • Huntington Ingalls Industries made up 0.4% of Total Wealth Planning & Management's portfolio in Q2 2026, its #83 holding.
  • Total Wealth Planning & Management first reported a position in Huntington Ingalls Industries in Q4 2024 and has held it in 6 quarters since.
  • Total Wealth Planning & Management's Huntington Ingalls Industries position peaked at $848K in Q4 2025.
  • 813 funds tracked by Wall St. Rank held Huntington Ingalls Industries as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.