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Wealthspire Advisors (New York)’s Hawkins HWKN Stock Holding History

Wealthspire Advisors (New York)’s Portfolio HWKN Stock Details HWKN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-23
Closed -$4.2K – 1868
2025
Q3 		$4.2K Buy
+23
New +$3.84K ﹤0.01% 2392

Other funds holding HWKN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthspire Advisors (New York)'s HWKN Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Hawkins (HWKN) in Q4 2025, closing a stake of 23 shares — an estimated $4.2K sold.

Wealthspire Advisors (New York) first reported a position in HWKN in Q3 2025 and held it in 1 quarter. The position peaked at $4.2K in Q3 2025. 299 funds tracked by Wall St. Rank hold HWKN as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Hawkins position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 23 Hawkins shares in Q4 2025, an estimated $4.2K.
  • Wealthspire Advisors (New York) first reported a position in Hawkins in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Hawkins position peaked at $4.2K in Q3 2025.
  • 299 funds tracked by Wall St. Rank held Hawkins as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.