C
HI

Covestor’s Hillenbrand HI Stock Holding History

Covestor’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
-4,145
Closed -$131K – 2475
2025
Q4 		$131K Sell
4,145
-5,418
-57% -$167K 0.07% 410
2025
Q3 		$258K Buy
9,563
+4,861
+103% +$114K 0.14% 123
2025
Q2 		$94K Buy
4,702
+950
+25% +$19.8K 0.06% 594
2025
Q1 		$91K Sell
3,752
-1,412
-27% -$43K 0.06% 552
2024
Q4 		$159K Buy
5,164
+3,214
+165% +$97.1K 0.1% 262
2024
Q3 		$54K Buy
1,950
+15
+0.8% +$527 0.03% 848
2024
Q2 		$77K Buy
1,935
+1,931
+48,275% +$87.1K 0.05% 651
2024
Q1 		$0 Sell
4
-2,313
-100% -$108K ﹤0.01% 2440
2023
Q4 		$111K Buy
2,317
+1,298
+127% +$53.2K 0.08% 427
2023
Q3 		$43K Sell
1,019
-288
-22% -$13.7K 0.03% 826
2023
Q2 		$67K Sell
1,307
-512
-28% -$24.6K 0.05% 652
2023
Q1 		$86K Sell
1,819
-411
-18% -$18.9K 0.07% 456
2022
Q4 		$95K Buy
2,230
+249
+13% +$11K 0.08% 409
2022
Q3 		$73K Buy
1,981
+1,962
+10,326% +$82.5K 0.06% 530
2022
Q2 		$1K Sell
19
-9
-32% -$376 ﹤0.01% 1739
2022
Q1 		$1K Sell
28
-3
-10% -$142 ﹤0.01% 1836
2021
Q4 		$2K Buy
+31
New +$1.48K ﹤0.01% 1550

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

Covestor's HI Position: Q1 2026 in Review

Covestor sold out of Hillenbrand (HI) in Q1 2026, closing a stake of 4,145 shares — an estimated $131K sold.

Covestor first reported a position in HI in Q4 2021 and held it in 17 quarters. The position peaked at $258K in Q3 2025. 3 funds tracked by Wall St. Rank hold HI as of Q1 2026.

  • Covestor reported no remaining Hillenbrand position as of Q1 2026 after selling out during the quarter.
  • Covestor sold 4,145 Hillenbrand shares in Q1 2026, an estimated $131K.
  • Covestor first reported a position in Hillenbrand in Q4 2021 and held it in 17 quarters.
  • Covestor's Hillenbrand position peaked at $258K in Q3 2025.
  • 3 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.