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WealthPlan Investment Management’s Hormel Foods HRL Stock Holding History

WealthPlan Investment 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
Q2 		– Sell
-320,180
Closed -$9.91M – 348
2025
Q1 		$9.91M Sell
320,180
-3,133
-1% -$93.1K 0.98% 31
2024
Q4 		$10.1M Buy
323,313
+6,564
+2% +$206K 1% 29
2024
Q3 		$10M Buy
316,749
+26,226
+9% +$833K 1.02% 33
2024
Q2 		$8.86M Buy
+290,523
New +$9.77M 1.34% 28
2023
Q1 		– Sell
-9,361
Closed -$425K – 488
2022
Q4 		$425K Hold
9,361
– – 0.03% 274
2022
Q3 		$446K Buy
+9,361
New +$452K 0.03% 257
2022
Q1 		$522K Buy
+9,968
New +$488K 0.04% 244

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 $3.37T AUM 44.26% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return

WealthPlan Investment Management's HRL Position: Q2 2025 in Review

WealthPlan Investment Management sold out of Hormel Foods (HRL) in Q2 2025, closing a stake of 320,180 shares — an estimated $9.91M sold.

WealthPlan Investment Management first reported a position in HRL in Q1 2022 and held it in 7 quarters. The position peaked at $10.1M in Q4 2024. 643 funds tracked by Wall St. Rank hold HRL as of Q2 2025.

  • WealthPlan Investment Management reported no remaining Hormel Foods position as of Q2 2025 after selling out during the quarter.
  • WealthPlan Investment Management sold 320,180 Hormel Foods shares in Q2 2025, an estimated $9.91M.
  • WealthPlan Investment Management first reported a position in Hormel Foods in Q1 2022 and held it in 7 quarters.
  • WealthPlan Investment Management's Hormel Foods position peaked at $10.1M in Q4 2024.
  • 643 funds tracked by Wall St. Rank held Hormel Foods as of Q2 2025.

Based on WealthPlan Investment Management's 13F filing for Q2 2025, filed 28 Jul 2025.