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Venturi Wealth Management’s Hormel Foods HRL Stock Holding History

Venturi Wealth Management’s Portfolio HRL Stock Details HRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-135
Closed -$4.24K – 1145
2024
Q4 		$4.24K Buy
135
+51
+61% +$1.6K ﹤0.01% 1739
2024
Q3 		$2.66K Sell
84
-345
-80% -$11K ﹤0.01% 1620
2024
Q2 		$13.1K Sell
429
-122
-22% -$4.1K ﹤0.01% 1044
2024
Q1 		$19.2K Buy
551
+480
+676% +$15.3K ﹤0.01% 753
2023
Q4 		$2.28K Buy
+71
New +$2.32K ﹤0.01% 1191
2021
Q1 		– Sell
-14,022
Closed -$654K – 315
2020
Q4 		$654K Buy
14,022
+2,348
+20% +$115K 0.07% 201
2020
Q3 		$571K Buy
11,674
+1,691
+17% +$84.8K 0.07% 196
2020
Q2 		$482K Buy
9,983
+2,972
+42% +$142K 0.06% 193
2020
Q1 		$327K Buy
+7,011
New +$319K 0.06% 172

Other funds holding HRL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Venturi Wealth Management sold out of Hormel Foods (HRL) in Q1 2025, closing a stake of 135 shares — an estimated $4.24K sold.

Venturi Wealth Management first reported a position in HRL in Q1 2020 and held it in 9 quarters. The position peaked at $654K in Q4 2020. 633 funds tracked by Wall St. Rank hold HRL as of Q1 2025.

  • Venturi Wealth Management reported no remaining Hormel Foods position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 135 Hormel Foods shares in Q1 2025, an estimated $4.24K.
  • Venturi Wealth Management first reported a position in Hormel Foods in Q1 2020 and held it in 9 quarters.
  • Venturi Wealth Management's Hormel Foods position peaked at $654K in Q4 2020.
  • 633 funds tracked by Wall St. Rank held Hormel Foods as of Q1 2025.

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