Bartlett & Co Wealth Management’s Hillenbrand HI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-7,433
| Closed | -$236K | – | 1322 |
|
|
2025
Q4 | $236K | Hold |
7,433
| – | – | ﹤0.01% | 434 |
|
|
2025
Q3 | $201K | Sell |
7,433
-100
| -1% | -$2.35K | ﹤0.01% | 447 |
|
|
2025
Q2 | $151K | Hold |
7,533
| – | – | ﹤0.01% | 479 |
|
|
2025
Q1 | $182K | Hold |
7,533
| – | – | ﹤0.01% | 453 |
|
|
2024
Q4 | $232K | Hold |
7,533
| – | – | ﹤0.01% | 420 |
|
|
2024
Q3 | $209K | Hold |
7,533
| – | – | ﹤0.01% | 434 |
|
|
2024
Q2 | $301K | Sell |
7,533
-250
| -3% | -$11.3K | ﹤0.01% | 391 |
|
|
2024
Q1 | $391K | Hold |
7,783
| – | – | 0.01% | 357 |
|
|
2023
Q4 | $380K | Hold |
7,783
| – | – | 0.01% | 383 |
|
|
2023
Q3 | $329K | Sell |
7,783
-130
| -2% | -$6.18K | 0.01% | 390 |
|
|
2023
Q2 | $406K | Buy |
7,913
+7,713
| +3,857% | +$371K | 0.01% | 369 |
|
|
2023
Q1 | $9.51K | Hold |
200
| – | – | ﹤0.01% | 831 |
|
|
2022
Q4 | $8.53K | Hold |
200
| – | – | ﹤0.01% | 851 |
|
|
2022
Q3 | $7.34K | Hold |
200
| – | – | ﹤0.01% | 868 |
|
|
2022
Q2 | $8.19K | Buy |
+200
| New | +$8.35K | ﹤0.01% | 914 |
|
|
2021
Q4 | – | Sell |
-200
| Closed | -$8.53K | – | 597 |
|
|
2021
Q3 | $8.53K | Buy |
+200
| New | +$8.78K | ﹤0.01% | 719 |
|
|
2020
Q1 | – | Sell |
-150
| Closed | -$5K | – | 869 |
|
|
2019
Q4 | $5K | Hold |
150
| – | – | ﹤0.01% | 763 |
|
|
2019
Q3 | $4.63K | Buy |
+150
| New | +$4.75K | ﹤0.01% | 785 |
|
Other funds holding HI
Bartlett & Co Wealth Management's HI Position: Q1 2026 in Review
Bartlett & Co Wealth Management sold out of Hillenbrand (HI) in Q1 2026, closing a stake of 7,433 shares — an estimated $236K sold.
Bartlett & Co Wealth Management first reported a position in HI in Q3 2019 and held it in 18 quarters. The position peaked at $406K in Q2 2023. 3 funds tracked by Wall St. Rank hold HI as of Q1 2026.
- Bartlett & Co Wealth Management reported no remaining Hillenbrand position as of Q1 2026 after selling out during the quarter.
- Bartlett & Co Wealth Management sold 7,433 Hillenbrand shares in Q1 2026, an estimated $236K.
- Bartlett & Co Wealth Management first reported a position in Hillenbrand in Q3 2019 and held it in 18 quarters.
- Bartlett & Co Wealth Management's Hillenbrand position peaked at $406K in Q2 2023.
- 3 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.