CoreCap Advisors’s Hillenbrand HI Stock Holding History

CoreCap 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
2025 Q2	–	Sell	-9	Closed	-$217	–	2963
2025 Q1	$217	Buy	+9	New	+$274	﹤0.01%	2943

Other funds holding HI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CoreCap Advisors's HI Position: Q2 2025 in Review

CoreCap Advisors sold out of Hillenbrand (HI) in Q2 2025, closing a stake of 9 shares — an estimated $217 sold.

CoreCap Advisors first reported a position in HI in Q1 2025 and held it in 1 quarter. The position peaked at $217 in Q1 2025. 259 funds tracked by Wall St. Rank hold HI as of Q2 2025.

CoreCap Advisors reported no remaining Hillenbrand position as of Q2 2025 after selling out during the quarter.
CoreCap Advisors sold 9 Hillenbrand shares in Q2 2025, an estimated $217.
CoreCap Advisors first reported a position in Hillenbrand in Q1 2025 and held it in 1 quarter.
CoreCap Advisors's Hillenbrand position peaked at $217 in Q1 2025.
259 funds tracked by Wall St. Rank held Hillenbrand as of Q2 2025.

Based on CoreCap Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.