Advisory Services Network’s Hillenbrand HI Stock Holding History

Advisory Services Network’s Portfolio HI Stock Details HI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-557	Closed	-$15.1K	–	2886
2025 Q3	$15.1K	Buy	+557	New	+$13.1K	﹤0.01%	3089
2024 Q1	–	Sell	-167	Closed	-$7.98K	–	2400
2023 Q4	$7.98K	Buy	+167	New	+$6.84K	﹤0.01%	2955
2023 Q2	–	Sell	-269	Closed	-$12.8K	–	2391
2023 Q1	$12.8K	Sell	269 -36	-12%	-$1.65K	﹤0.01%	2770
2022 Q4	$13K	Buy	+305	New	+$13.5K	﹤0.01%	2729
2021 Q3	–	Sell	-3,048	Closed	-$134K	–	2201
2021 Q2	$134K	Buy	+3,048	New	+$142K	﹤0.01%	1455
2021 Q1	–	Sell	-2,476	Closed	-$99K	–	2010
2020 Q4	$99K	Sell	2,476 -331	-12%	-$11.4K	﹤0.01%	1336
2020 Q3	$79K	Buy	+2,807	New	+$83K	﹤0.01%	1353
2020 Q2	–	Sell	-3,104	Closed	-$59K	–	1762
2020 Q1	$59K	Buy	3,104 +579	+23%	+$15.1K	﹤0.01%	1304
2019 Q4	$84K	Buy	2,525 +2,025	+405%	+$64K	﹤0.01%	1242
2019 Q3	$20K	Hold	500	–	–	﹤0.01%	1826
2019 Q2	$20K	Hold	500	–	–	﹤0.01%	1824
2019 Q1	$21K	Hold	500	–	–	﹤0.01%	1589
2018 Q4	$19K	Hold	500	–	–	﹤0.01%	1527
2018 Q3	$26K	Hold	500	–	–	﹤0.01%	1482
2018 Q2	$25K	Sell	500 -110	-18%	-$5.16K	﹤0.01%	1464
2018 Q1	$28K	Sell	610 -710	-54%	-$32K	﹤0.01%	1516
2017 Q4	$59K	Buy	+1,320	New	+$55.3K	0.01%	1195

Other funds holding HI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

NAM

Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SFM

Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return

Advisory Services Network's HI Position: Q4 2025 in Review

Advisory Services Network sold out of Hillenbrand (HI) in Q4 2025, closing a stake of 557 shares — an estimated $15.1K sold.

Advisory Services Network first reported a position in HI in Q4 2017 and held it in 17 quarters. The position peaked at $134K in Q2 2021. 293 funds tracked by Wall St. Rank hold HI as of Q4 2025.

Advisory Services Network reported no remaining Hillenbrand position as of Q4 2025 after selling out during the quarter.
Advisory Services Network sold 557 Hillenbrand shares in Q4 2025, an estimated $15.1K.
Advisory Services Network first reported a position in Hillenbrand in Q4 2017 and held it in 17 quarters.
Advisory Services Network's Hillenbrand position peaked at $134K in Q2 2021.
293 funds tracked by Wall St. Rank held Hillenbrand as of Q4 2025.

Based on Advisory Services Network's 13F filing for Q4 2025, filed 17 Feb 2026.