Avion Wealth’s Hillenbrand HI Stock Holding History

Avion Wealth’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 Q2	–	Sell	-16	Closed	–	–	1354
2025 Q1	$0	Buy	+16	New	+$487	﹤0.01%	1172

Other funds holding HI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Avion Wealth's HI Position: Q2 2025 in Review

Avion Wealth sold out of Hillenbrand (HI) in Q2 2025, closing a stake of 16 shares.

Avion Wealth first reported a position in HI in Q1 2025 and held it in 1 quarter. The position peaked at $0 in Q1 2025. 259 funds tracked by Wall St. Rank hold HI as of Q2 2025.

Avion Wealth reported no remaining Hillenbrand position as of Q2 2025 after selling out during the quarter.
Avion Wealth sold 16 Hillenbrand shares in Q2 2025.
Avion Wealth first reported a position in Hillenbrand in Q1 2025 and held it in 1 quarter.
Avion Wealth's Hillenbrand position peaked at $0 in Q1 2025.
259 funds tracked by Wall St. Rank held Hillenbrand as of Q2 2025.

Based on Avion Wealth's 13F filing for Q2 2025, filed 25 Jul 2025.