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Venturi Wealth Management’s Hillman Solutions HLMN Stock Holding History

Venturi Wealth Management’s Portfolio HLMN Stock Details HLMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6,986
Closed -$68K – 1130
2024
Q4 		$68K Buy
6,986
+6,500
+1,337% +$69.5K ﹤0.01% 929
2024
Q3 		$5.13K Sell
486
-8,072
-94% -$77.9K ﹤0.01% 1399
2024
Q2 		$75.7K Buy
+8,558
New +$80.7K ﹤0.01% 561

Other funds holding HLMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Venturi Wealth Management's HLMN Position: Q1 2025 in Review

Venturi Wealth Management sold out of Hillman Solutions (HLMN) in Q1 2025, closing a stake of 6,986 shares — an estimated $68K sold.

Venturi Wealth Management first reported a position in HLMN in Q2 2024 and held it in 3 quarters. The position peaked at $75.7K in Q2 2024. 245 funds tracked by Wall St. Rank hold HLMN as of Q1 2025.

  • Venturi Wealth Management reported no remaining Hillman Solutions position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 6,986 Hillman Solutions shares in Q1 2025, an estimated $68K.
  • Venturi Wealth Management first reported a position in Hillman Solutions in Q2 2024 and held it in 3 quarters.
  • Venturi Wealth Management's Hillman Solutions position peaked at $75.7K in Q2 2024.
  • 245 funds tracked by Wall St. Rank held Hillman Solutions as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.