CA
HI

Clearstead Advisors’s Hillenbrand HI Stock Holding History

Clearstead Advisors’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
-84
Closed -$2.67K – 2516
2025
Q4 		$2.67K Sell
84
-79
-48% -$2.43K ﹤0.01% 2112
2025
Q3 		$4.42K Sell
163
-52
-24% -$1.22K ﹤0.01% 2201
2025
Q2 		$4.32K Buy
+215
New +$4.47K ﹤0.01% 2156
2021
Q3 		– Sell
-320
Closed -$14K – 1327
2021
Q2 		$14K Hold
320
– – ﹤0.01% 758
2021
Q1 		$15K Hold
320
– – ﹤0.01% 721
2020
Q4 		$13K Buy
+320
New +$11K ﹤0.01% 684

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

Clearstead Advisors's HI Position: Q1 2026 in Review

Clearstead Advisors sold out of Hillenbrand (HI) in Q1 2026, closing a stake of 84 shares — an estimated $2.67K sold.

Clearstead Advisors first reported a position in HI in Q4 2020 and held it in 6 quarters. The position peaked at $15K in Q1 2021. 3 funds tracked by Wall St. Rank hold HI as of Q1 2026.

  • Clearstead Advisors reported no remaining Hillenbrand position as of Q1 2026 after selling out during the quarter.
  • Clearstead Advisors sold 84 Hillenbrand shares in Q1 2026, an estimated $2.67K.
  • Clearstead Advisors first reported a position in Hillenbrand in Q4 2020 and held it in 6 quarters.
  • Clearstead Advisors's Hillenbrand position peaked at $15K in Q1 2021.
  • 3 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.