Carson Wealth (CWM LLC)
HI

Carson Wealth (CWM LLC)’s Hillenbrand HI Stock Holding History

Carson Wealth (CWM 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
-4,472
Closed -$142K – 5735
2025
Q4 		$142K Sell
4,472
-4,033
-47% -$124K ﹤0.01% 2821
2025
Q3 		$230K Sell
8,505
-6,066
-42% -$142K ﹤0.01% 2340
2025
Q2 		$292K Buy
14,571
+4,508
+45% +$93.8K ﹤0.01% 1888
2025
Q1 		$243K Buy
10,063
+608
+6% +$18.5K ﹤0.01% 1798
2024
Q4 		$291K Buy
9,455
+8,808
+1,361% +$266K ﹤0.01% 1609
2024
Q3 		$18K Buy
647
+204
+46% +$7.17K ﹤0.01% 3431
2024
Q2 		$18K Buy
443
+7
+2% +$316 ﹤0.01% 3180
2024
Q1 		$22K Hold
436
– – ﹤0.01% 2825
2023
Q4 		$21K Buy
436
+103
+31% +$4.22K ﹤0.01% 2744
2023
Q3 		$14K Sell
333
-152
-31% -$7.23K ﹤0.01% 2915
2023
Q2 		$25K Sell
485
-115
-19% -$5.54K ﹤0.01% 2483
2023
Q1 		$29K Sell
600
-209
-26% -$9.6K ﹤0.01% 2245
2022
Q4 		$35K Buy
809
+400
+98% +$17.7K ﹤0.01% 1975
2022
Q3 		$15K Buy
409
+8
+2% +$337 ﹤0.01% 2420
2022
Q2 		$16K Buy
401
+83
+26% +$3.47K ﹤0.01% 2264
2022
Q1 		$14K Sell
318
-1
-0.3% -$47 ﹤0.01% 2298
2021
Q4 		$17K Buy
+319
New +$15.2K ﹤0.01% 2072
2021
Q2 		$4K Hold
100
– – ﹤0.01% 2435
2021
Q1 		$4K Hold
100
– – ﹤0.01% 2435
2020
Q4 		$4K Hold
100
– – ﹤0.01% 2434
2020
Q3 		$4K Hold
100
– – ﹤0.01% 2434
2020
Q2 		$4K Hold
100
– – ﹤0.01% 2434
2020
Q1 		$4K Hold
100
– – ﹤0.01% 2434
2019
Q4 		$4K Hold
100
– – ﹤0.01% 2433
2019
Q3 		$4K Hold
100
– – ﹤0.01% 2433
2019
Q2 		$4K Hold
100
– – ﹤0.01% 2433
2019
Q1 		$4K Buy
100
+25
+33% +$1.05K ﹤0.01% 2432
2018
Q4 		$3K Hold
75
– – ﹤0.01% 1658
2018
Q3 		$4K Hold
75
– – ﹤0.01% 1393
2018
Q2 		$4K Hold
75
– – ﹤0.01% 1242
2018
Q1 		$3K Hold
75
– – ﹤0.01% 1099
2017
Q4 		$3K Hold
75
– – ﹤0.01% 1199
2017
Q3 		$3K Hold
75
– – ﹤0.01% 1204
2017
Q2 		$3K Buy
75
+61
+436% +$2.22K ﹤0.01% 958
2017
Q1 		$1K Buy
+14
New +$516 ﹤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

Carson Wealth (CWM LLC)'s HI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) sold out of Hillenbrand (HI) in Q1 2026, closing a stake of 4,472 shares — an estimated $142K sold.

Carson Wealth (CWM LLC) first reported a position in HI in Q1 2017 and held it in 35 quarters. The position peaked at $292K in Q2 2025. 3 funds tracked by Wall St. Rank hold HI as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining Hillenbrand position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 4,472 Hillenbrand shares in Q1 2026, an estimated $142K.
  • Carson Wealth (CWM LLC) first reported a position in Hillenbrand in Q1 2017 and held it in 35 quarters.
  • Carson Wealth (CWM LLC)'s Hillenbrand position peaked at $292K in Q2 2025.
  • 3 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.