Ameritas Advisory Services’s Hillenbrand HI Stock Holding History

Ameritas Advisory Services’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	-143	Closed	-$3.87K	–	1448
2025 Q3	$3.87K	Buy	143 +1	+0.7%	+$23	﹤0.01%	1881
2025 Q2	$2.85K	Buy	+142	New	+$2.95K	﹤0.01%	2405
2023 Q2	–	Sell	-435	Closed	-$20.7K	–	1417
2023 Q1	$20.7K	Buy	+435	New	+$20K	﹤0.01%	1628

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

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

Ameritas Advisory Services sold out of Hillenbrand (HI) in Q4 2025, closing a stake of 143 shares — an estimated $3.87K sold.

Ameritas Advisory Services first reported a position in HI in Q1 2023 and held it in 3 quarters. The position peaked at $20.7K in Q1 2023. 293 funds tracked by Wall St. Rank hold HI as of Q4 2025.

Ameritas Advisory Services reported no remaining Hillenbrand position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 143 Hillenbrand shares in Q4 2025, an estimated $3.87K.
Ameritas Advisory Services first reported a position in Hillenbrand in Q1 2023 and held it in 3 quarters.
Ameritas Advisory Services's Hillenbrand position peaked at $20.7K in Q1 2023.
293 funds tracked by Wall St. Rank held Hillenbrand as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.