Creative Planning
HI

Creative Planning’s Hillenbrand HI Stock Holding History

Creative Planning’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
-17,029
Closed -$540K – 4149
2025
Q4 		$540K Buy
17,029
+2,670
+19% +$82.3K ﹤0.01% 2776
2025
Q3 		$388K Buy
14,359
+1,082
+8% +$25.4K ﹤0.01% 2940
2025
Q2 		$266K Sell
13,277
-6,698
-34% -$139K ﹤0.01% 3008
2025
Q1 		$482K Sell
19,975
-38,588
-66% -$1.17M ﹤0.01% 2322
2024
Q4 		$1.8M Buy
58,563
+32,999
+129% +$997K ﹤0.01% 1198
2024
Q3 		$711K Sell
25,564
-969
-4% -$34.1K ﹤0.01% 1799
2024
Q2 		$1.06M Buy
26,533
+2,259
+9% +$102K ﹤0.01% 1363
2024
Q1 		$1.22M Buy
24,274
+5,603
+30% +$263K ﹤0.01% 1210
2023
Q4 		$893K Buy
18,671
+3,018
+19% +$124K ﹤0.01% 1293
2023
Q3 		$662K Sell
15,653
-2,129
-12% -$101K ﹤0.01% 1378
2023
Q2 		$912K Buy
17,782
+2,508
+16% +$121K ﹤0.01% 1176
2023
Q1 		$726K Buy
15,274
+385
+3% +$17.7K ﹤0.01% 1246
2022
Q4 		$635K Sell
14,889
-1,354
-8% -$59.9K ﹤0.01% 1295
2022
Q3 		$596K Buy
16,243
+2,931
+22% +$123K ﹤0.01% 1222
2022
Q2 		$545K Buy
13,312
+179
+1% +$7.47K ﹤0.01% 1269
2022
Q1 		$580K Buy
13,133
+22
+0.2% +$1.04K ﹤0.01% 1252
2021
Q4 		$682K Sell
13,111
-5,092
-28% -$243K ﹤0.01% 1136
2021
Q3 		$776K Sell
18,203
-100
-0.5% -$4.39K ﹤0.01% 1071
2021
Q2 		$807K Buy
18,303
+305
+2% +$14.2K ﹤0.01% 1028
2021
Q1 		$859K Sell
17,998
-1,166
-6% -$53.5K ﹤0.01% 1116
2020
Q4 		$763K Sell
19,164
-261
-1% -$9.01K ﹤0.01% 1082
2020
Q3 		$551K Sell
19,425
-3
-0% -$89 ﹤0.01% 1089
2020
Q2 		$526K Sell
19,428
-360
-2% -$8.17K ﹤0.01% 1006
2020
Q1 		$378K Sell
19,788
-1
-0% -$26 ﹤0.01% 1085
2019
Q4 		$659K Buy
19,789
+5
+0% +$158 ﹤0.01% 974
2019
Q3 		$611K Sell
19,784
-5
-0% -$158 ﹤0.01% 962
2019
Q2 		$783K Buy
19,789
+110
+0.6% +$4.42K ﹤0.01% 865
2019
Q1 		$817K Buy
19,679
+34
+0.2% +$1.44K ﹤0.01% 806
2018
Q4 		$745K Sell
19,645
-100
-0.5% -$4.57K ﹤0.01% 787
2018
Q3 		$1.03M Hold
19,745
– – ﹤0.01% 751
2018
Q2 		$931K Sell
19,745
-1
-0% -$47 ﹤0.01% 781
2018
Q1 		$906K Sell
19,746
-117
-0.6% -$5.27K ﹤0.01% 786
2017
Q4 		$888K Buy
19,863
+139
+0.7% +$5.82K ﹤0.01% 799
2017
Q3 		$766K Buy
19,724
+14,067
+249% +$511K ﹤0.01% 831
2017
Q2 		$204K Hold
5,657
– – ﹤0.01% 1509
2017
Q1 		$203K Buy
5,657
+132
+2% +$4.87K ﹤0.01% 1481
2016
Q4 		$212K Buy
5,525
+100
+2% +$3.38K ﹤0.01% 1387
2016
Q3 		$172K Buy
5,425
+260
+5% +$8.24K ﹤0.01% 1484
2016
Q2 		$155K Sell
5,165
-50
-1% -$1.51K ﹤0.01% 1400
2016
Q1 		$156K Buy
5,215
+21
+0.4% +$579 ﹤0.01% 1348
2015
Q4 		$154K Buy
5,194
+29
+0.6% +$851 ﹤0.01% 1373
2015
Q3 		$134K Buy
+5,165
New +$143K ﹤0.01% 1411
2015
Q2 		– Sell
-5,165
Closed -$159K – 1889
2015
Q1 		$159K Sell
5,165
-1,551
-23% -$48.7K ﹤0.01% 1312
2014
Q4 		$232K Buy
6,716
+551
+9% +$17.9K ﹤0.01% 1051
2014
Q3 		$190K Buy
6,165
+900
+17% +$28.8K ﹤0.01% 1085
2014
Q2 		$172K Sell
5,265
-220
-4% -$6.79K ﹤0.01% 1111
2014
Q1 		$177K Buy
5,485
+220
+4% +$6.51K ﹤0.01% 1061
2013
Q4 		$155K Buy
5,265
+50
+1% +$1.43K ﹤0.01% 976
2013
Q3 		$143K Hold
5,215
– – ﹤0.01% 913
2013
Q2 		$124K Buy
+5,215
New +$127K ﹤0.01% 870

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

Creative Planning's HI Position: Q1 2026 in Review

Creative Planning sold out of Hillenbrand (HI) in Q1 2026, closing a stake of 17,029 shares — an estimated $540K sold.

Creative Planning first reported a position in HI in Q2 2013 and held it in 50 quarters. The position peaked at $1.8M in Q4 2024. 3 funds tracked by Wall St. Rank hold HI as of Q1 2026.

  • Creative Planning reported no remaining Hillenbrand position as of Q1 2026 after selling out during the quarter.
  • Creative Planning sold 17,029 Hillenbrand shares in Q1 2026, an estimated $540K.
  • Creative Planning first reported a position in Hillenbrand in Q2 2013 and held it in 50 quarters.
  • Creative Planning's Hillenbrand position peaked at $1.8M in Q4 2024.
  • 3 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.