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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
Q2 		$314K Sell
37,237
-1,489
-4% -$11.8K 0.03% 445
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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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 $304B AUM 35.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

Wealth Alliance's HLMN Position: Q2 2026 in Review

Wealth Alliance reduced its Hillman Solutions (HLMN) stake by 3.8% in Q2 2026, selling an estimated $11.8K and leaving 37,237 shares worth $314K. The position accounts for 0.03% of the portfolio, ranked #445.

Wealth Alliance first reported a position in HLMN in Q4 2022 and has held it in 15 quarters since. The position peaked at $437K in Q3 2024. 231 funds tracked by Wall St. Rank hold HLMN as of Q2 2026.

  • Wealth Alliance held 37,237 shares of Hillman Solutions worth $314K as of Q2 2026.
  • Wealth Alliance sold 1,489 Hillman Solutions shares in Q2 2026, an estimated $11.8K.
  • Hillman Solutions made up 0.03% of Wealth Alliance's portfolio in Q2 2026, its #445 holding.
  • Wealth Alliance first reported a position in Hillman Solutions in Q4 2022 and has held it in 15 quarters since.
  • Wealth Alliance's Hillman Solutions position peaked at $437K in Q3 2024.
  • 231 funds tracked by Wall St. Rank held Hillman Solutions as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.