Waverly Advisors’s Huntington Ingalls Industries HII Stock Holding History

Waverly Advisors’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	$332K	Sell	1,186 -468	-28%	-$156K	﹤0.01%	1359
2026 Q1	$628K	Buy	1,654 +289	+21%	+$119K	﹤0.01%	977
2025 Q4	$464K	Buy	+1,365	New	+$424K	﹤0.01%	1042
2015 Q4	–	Sell	-26	Closed	-$3K	–	248
2015 Q3	$3K	Hold	26	–	–	﹤0.01%	397
2015 Q2	$3K	Buy	26 +24	+1,200%	+$3.05K	﹤0.01%	328
2015 Q1	$0	Hold	2	–	–	﹤0.01%	378
2014 Q4	$0	Hold	2	–	–	﹤0.01%	528
2014 Q3	$0	Hold	2	–	–	﹤0.01%	775
2014 Q2	$0	Hold	2	–	–	﹤0.01%	733
2014 Q1	$0	Hold	2	–	–	﹤0.01%	763
2013 Q4	$0	Hold	2	–	–	﹤0.01%	826
2013 Q3	$0	Buy	+2	New	+$128	﹤0.01%	568

Other funds holding HII

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Waverly Advisors's HII Position: Q2 2026 in Review

Waverly Advisors reduced its Huntington Ingalls Industries (HII) stake by 28% in Q2 2026, selling an estimated $156K and leaving 1,186 shares worth $332K. The position accounts for ﹤0.01% of the portfolio, ranked #1359.

Waverly Advisors first reported a position in HII in Q3 2013 and has held it in 12 quarters since. The position peaked at $628K in Q1 2026. 811 funds tracked by Wall St. Rank hold HII as of Q2 2026.

Waverly Advisors held 1,186 shares of Huntington Ingalls Industries worth $332K as of Q2 2026.
Waverly Advisors sold 468 Huntington Ingalls Industries shares in Q2 2026, an estimated $156K.
Huntington Ingalls Industries made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1359 holding.
Waverly Advisors first reported a position in Huntington Ingalls Industries in Q3 2013 and has held it in 12 quarters since.
Waverly Advisors's Huntington Ingalls Industries position peaked at $628K in Q1 2026.
811 funds tracked by Wall St. Rank held Huntington Ingalls Industries as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.