AssetMark Inc’s Hillenbrand HI Stock Holding History

AssetMark Inc’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
2026 Q1	–	Sell	-10	Closed	-$317	–	3507
2025 Q4	$317	Buy	+10	New	+$308	﹤0.01%	3183
2023 Q4	–	Sell	-68	Closed	-$2.88K	–	1923
2023 Q3	$2.88K	Hold	68	–	–	﹤0.01%	1440
2023 Q2	$3.49K	Sell	68 -26	-28%	-$1.25K	﹤0.01%	1375
2023 Q1	$4.47K	Sell	94 -3	-3%	-$138	﹤0.01%	1338
2022 Q4	$4.14K	Hold	97	–	–	﹤0.01%	1374
2022 Q3	$4K	Buy	97 +7	+8%	+$295	﹤0.01%	1324
2022 Q2	$4K	Buy	90 +2	+2%	+$84	﹤0.01%	1319
2022 Q1	$4K	Buy	88 +6	+7%	+$284	﹤0.01%	1314
2021 Q4	$4K	Hold	82	–	–	﹤0.01%	1268
2021 Q3	$3K	Hold	82	–	–	﹤0.01%	1218
2021 Q2	$4K	Buy	+82	New	+$3.83K	﹤0.01%	1107
2018 Q1	–	Sell	-20	Closed	-$1K	–	1656
2017 Q4	$1K	Buy	+20	New	+$837	﹤0.01%	1618

Other funds holding HI

HORAN Wealth Cincinnati, Ohio $1.05B AUM 17.67% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

AssetMark Inc's HI Position: Q1 2026 in Review

AssetMark Inc sold out of Hillenbrand (HI) in Q1 2026, closing a stake of 10 shares — an estimated $317 sold.

AssetMark Inc first reported a position in HI in Q4 2017 and held it in 12 quarters. The position peaked at $4.47K in Q1 2023. 3 funds tracked by Wall St. Rank hold HI as of Q1 2026.

AssetMark Inc reported no remaining Hillenbrand position as of Q1 2026 after selling out during the quarter.
AssetMark Inc sold 10 Hillenbrand shares in Q1 2026, an estimated $317.
AssetMark Inc first reported a position in Hillenbrand in Q4 2017 and held it in 12 quarters.
AssetMark Inc's Hillenbrand position peaked at $4.47K in Q1 2023.
3 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.