BP
HI

Ballentine Partners’s Hillenbrand HI Stock Holding History

Ballentine Partners’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
-6,454
Closed -$205K – 1054
2025
Q4 		$205K Buy
+6,454
New +$199K ﹤0.01% 921

Other funds holding HI

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

Ballentine Partners's HI Position: Q1 2026 in Review

Ballentine Partners sold out of Hillenbrand (HI) in Q1 2026, closing a stake of 6,454 shares — an estimated $205K sold.

Ballentine Partners first reported a position in HI in Q4 2025 and held it in 1 quarter. The position peaked at $205K in Q4 2025. 3 funds tracked by Wall St. Rank hold HI as of Q1 2026.

  • Ballentine Partners reported no remaining Hillenbrand position as of Q1 2026 after selling out during the quarter.
  • Ballentine Partners sold 6,454 Hillenbrand shares in Q1 2026, an estimated $205K.
  • Ballentine Partners first reported a position in Hillenbrand in Q4 2025 and held it in 1 quarter.
  • Ballentine Partners's Hillenbrand position peaked at $205K in Q4 2025.
  • 3 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2026.

Based on Ballentine Partners's 13F filing for Q1 2026, filed 14 May 2026.