WIM
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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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return