BWL
HI

Bogart Wealth LLC’s Hillenbrand HI Stock Holding History

Bogart Wealth LLC’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
-23
Closed -$730 – 1870
2025
Q4 		$730 Hold
23
– – ﹤0.01% 1379
2025
Q3 		$618 Hold
23
– – ﹤0.01% 1358
2025
Q2 		$455 Buy
23
+1
+5% +$21 ﹤0.01% 1371
2025
Q1 		$541 Hold
22
– – ﹤0.01% 1256
2024
Q4 		$683 Hold
22
– – ﹤0.01% 1244
2024
Q3 		$613 Buy
+22
New +$773 ﹤0.01% 1059

Other funds holding HI

HW
HORAN Wealth Cincinnati, Ohio $1.23B AUM 24.17% 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

Bogart Wealth LLC's HI Position: Q1 2026 in Review

Bogart Wealth LLC sold out of Hillenbrand (HI) in Q1 2026, closing a stake of 23 shares — an estimated $730 sold.

Bogart Wealth LLC first reported a position in HI in Q3 2024 and held it in 6 quarters. The position peaked at $730 in Q4 2025. 3 funds tracked by Wall St. Rank hold HI as of Q1 2026.

  • Bogart Wealth LLC reported no remaining Hillenbrand position as of Q1 2026 after selling out during the quarter.
  • Bogart Wealth LLC sold 23 Hillenbrand shares in Q1 2026, an estimated $730.
  • Bogart Wealth LLC first reported a position in Hillenbrand in Q3 2024 and held it in 6 quarters.
  • Bogart Wealth LLC's Hillenbrand position peaked at $730 in Q4 2025.
  • 3 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.