Clearstead Trust’s Hillenbrand HI Stock Holding History

Clearstead Trust’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
2025 Q4	–	Sell	-44	Closed	-$1.19K	–	1233
2025 Q3	$1.19K	Hold	44	–	–	﹤0.01%	1165
2025 Q2	$884	Buy	+44	New	+$915	﹤0.01%	1204

Other funds holding HI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

NAM

Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SFM

Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return

Clearstead Trust's HI Position: Q4 2025 in Review

Clearstead Trust sold out of Hillenbrand (HI) in Q4 2025, closing a stake of 44 shares — an estimated $1.19K sold.

Clearstead Trust first reported a position in HI in Q2 2025 and held it in 2 quarters. The position peaked at $1.19K in Q3 2025. 293 funds tracked by Wall St. Rank hold HI as of Q4 2025.

Clearstead Trust reported no remaining Hillenbrand position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 44 Hillenbrand shares in Q4 2025, an estimated $1.19K.
Clearstead Trust first reported a position in Hillenbrand in Q2 2025 and held it in 2 quarters.
Clearstead Trust's Hillenbrand position peaked at $1.19K in Q3 2025.
293 funds tracked by Wall St. Rank held Hillenbrand as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.