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Wealth Alliance’s Hillman Solutions HLMN Stock Holding History

Wealth Alliance’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
2026
Q1 		$322K Buy
38,726
+1,733
+5% +$15.7K 0.03% 410
2025
Q4 		$320K Buy
36,993
+1,030
+3% +$9.28K 0.03% 415
2025
Q3 		$330K Sell
35,963
-1,074
-3% -$9.7K 0.03% 394
2025
Q2 		$264K Sell
37,037
-4,297
-10% -$32.2K 0.03% 449
2025
Q1 		$363K Buy
41,334
+2,864
+7% +$27.8K 0.04% 350
2024
Q4 		$375K Sell
38,470
-2,917
-7% -$31.2K 0.04% 315
2024
Q3 		$437K Buy
41,387
+10,298
+33% +$99.3K 0.05% 296
2024
Q2 		$275K Buy
31,089
+129
+0.4% +$1.22K 0.04% 406
2024
Q1 		$329K Sell
30,960
-99
-0.3% -$925 0.04% 374
2023
Q4 		$286K Sell
31,059
-137
-0.4% -$1.04K 0.04% 395
2023
Q3 		$257K Buy
31,196
+376
+1% +$3.42K 0.04% 392
2023
Q2 		$278K Buy
30,820
+4,245
+16% +$35.4K 0.04% 396
2023
Q1 		$224K Buy
26,575
+13,217
+99% +$115K 0.04% 446
2022
Q4 		$96.3K Buy
+13,358
New +$100K 0.02% 475

Other funds holding HLMN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JFG
Jefferies Financial Group New York $8.2B AUM 40.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return