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Total Wealth Planning & Management’s Hecla Mining HL Stock Holding History

Total Wealth Planning & Management’s Portfolio HL Stock Details HL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$460K Sell
24,700
-1,000
-4% -$22.5K 0.34% 104
2025
Q4 		$493K Buy
+25,700
New +$393K 0.37% 83
2025
Q2 		$171K Hold
28,600
– – 0.14% 196
2025
Q1 		$159K Sell
28,600
-803
-3% -$4.46K 0.15% 180
2024
Q4 		$144K Buy
+29,403
New +$176K 0.13% 177

Other funds holding HL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Total Wealth Planning & Management reduced its Hecla Mining (HL) stake by 3.9% in Q1 2026, selling an estimated $22.5K and leaving 24,700 shares worth $460K. The position accounts for 0.34% of the portfolio, ranked #104.

Total Wealth Planning & Management first reported a position in HL in Q4 2024 and has held it in 5 quarters since. The position peaked at $493K in Q4 2025. 555 funds tracked by Wall St. Rank hold HL as of Q1 2026.

  • Total Wealth Planning & Management held 24,700 shares of Hecla Mining worth $460K as of Q1 2026.
  • Total Wealth Planning & Management sold 1,000 Hecla Mining shares in Q1 2026, an estimated $22.5K.
  • Hecla Mining made up 0.34% of Total Wealth Planning & Management's portfolio in Q1 2026, its #104 holding.
  • Total Wealth Planning & Management first reported a position in Hecla Mining in Q4 2024 and has held it in 5 quarters since.
  • Total Wealth Planning & Management's Hecla Mining position peaked at $493K in Q4 2025.
  • 555 funds tracked by Wall St. Rank held Hecla Mining as of Q1 2026.

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