Envestnet Asset Management
HI

Envestnet Asset Management’s Hillenbrand HI Stock Holding History

Envestnet Asset Management’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
-10,819
Closed -$293K – 4543
2025
Q3 		$293K Sell
10,819
-9
-0.1% -$211 ﹤0.01% 4098
2025
Q2 		$217K Buy
10,828
+122
+1% +$2.54K ﹤0.01% 4195
2025
Q1 		$258K Buy
10,706
+194
+2% +$5.9K ﹤0.01% 4005
2024
Q4 		$324K Buy
+10,512
New +$318K ﹤0.01% 3858
2024
Q3 		– Sell
-6,752
Closed -$270K – 4264
2024
Q2 		$270K Sell
6,752
-4,936
-42% -$223K ﹤0.01% 3787
2024
Q1 		$588K Buy
11,688
+578
+5% +$27.1K ﹤0.01% 3337
2023
Q4 		$532K Sell
11,110
-1,038
-9% -$42.5K ﹤0.01% 3294
2023
Q3 		$514K Sell
12,148
-4,254
-26% -$202K ﹤0.01% 3238
2023
Q2 		$841K Buy
16,402
+5,378
+49% +$259K ﹤0.01% 2864
2023
Q1 		$524K Sell
11,024
-7,146
-39% -$328K ﹤0.01% 3107
2022
Q4 		$775K Buy
18,170
+647
+4% +$28.6K ﹤0.01% 2823
2022
Q3 		$643K Sell
17,523
-768
-4% -$32.3K ﹤0.01% 2865
2022
Q2 		$749K Buy
18,291
+584
+3% +$24.4K ﹤0.01% 2810
2022
Q1 		$782K Sell
17,707
-22
-0.1% -$1.04K ﹤0.01% 2837
2021
Q4 		$922K Buy
17,729
+7,965
+82% +$380K ﹤0.01% 2680
2021
Q3 		$416K Buy
9,764
+660
+7% +$29K ﹤0.01% 3090
2021
Q2 		$401K Buy
9,104
+2,454
+37% +$114K ﹤0.01% 3109
2021
Q1 		$317K Sell
6,650
-24,378
-79% -$1.12M ﹤0.01% 3104
2020
Q4 		$1.24M Buy
31,028
+288
+0.9% +$9.94K ﹤0.01% 2073
2020
Q3 		$872K Buy
30,740
+3,050
+11% +$90.2K ﹤0.01% 2095
2020
Q2 		$750K Buy
27,690
+4,538
+20% +$103K ﹤0.01% 2151
2020
Q1 		$442K Buy
23,152
+5,719
+33% +$149K ﹤0.01% 2329
2019
Q4 		$581K Buy
17,433
+3,843
+28% +$121K ﹤0.01% 2359
2019
Q3 		$420K Buy
13,590
+1,657
+14% +$52.5K ﹤0.01% 2465
2019
Q2 		$472K Sell
11,933
-615
-5% -$24.7K ﹤0.01% 2427
2019
Q1 		$521K Buy
12,548
+748
+6% +$31.6K ﹤0.01% 2326
2018
Q4 		$448K Buy
+11,800
New +$539K ﹤0.01% 2224
2018
Q3 		– Sell
-556
Closed -$27K – 1834
2018
Q2 		$27K Buy
556
+17
+3% +$797 ﹤0.01% 2357
2018
Q1 		$25K Sell
539
-193
-26% -$8.7K ﹤0.01% 2318
2017
Q4 		$33K Buy
732
+329
+82% +$13.8K ﹤0.01% 2423
2017
Q3 		$16K Hold
403
– – ﹤0.01% 2523
2017
Q2 		$15K Sell
403
-2,568
-86% -$93.6K ﹤0.01% 2646
2017
Q1 		$107K Buy
2,971
+255
+9% +$9.4K ﹤0.01% 2159
2016
Q4 		$105K Sell
2,716
-97
-3% -$3.28K ﹤0.01% 2167
2016
Q3 		$89K Buy
2,813
+179
+7% +$5.68K ﹤0.01% 2378
2016
Q2 		$79K Buy
2,634
+194
+8% +$5.88K ﹤0.01% 2537
2016
Q1 		$73K Buy
2,440
+355
+17% +$9.79K ﹤0.01% 2559
2015
Q4 		$62K Buy
2,085
+122
+6% +$3.58K ﹤0.01% 2578
2015
Q3 		$51K Buy
+1,963
New +$54.3K ﹤0.01% 2649
2015
Q1 		– Sell
-1,076
Closed -$37K – 2202
2014
Q4 		$37K Buy
1,076
+64
+6% +$2.08K ﹤0.01% 1517
2014
Q3 		$31K Buy
1,012
+129
+15% +$4.12K ﹤0.01% 1711
2014
Q2 		$29K Buy
883
+767
+661% +$23.7K ﹤0.01% 1636
2014
Q1 		$4K Buy
116
+89
+330% +$2.63K ﹤0.01% 2150
2013
Q4 		$1K Sell
27
-208
-89% -$5.93K ﹤0.01% 2342
2013
Q3 		$6K Buy
235
+208
+770% +$5.26K ﹤0.01% 1863
2013
Q2 		$1K Buy
+27
New +$655 ﹤0.01% 2200

Other funds holding HI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
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

Envestnet Asset Management's HI Position: Q4 2025 in Review

Envestnet Asset Management sold out of Hillenbrand (HI) in Q4 2025, closing a stake of 10,819 shares — an estimated $293K sold.

Envestnet Asset Management first reported a position in HI in Q2 2013 and held it in 46 quarters. The position peaked at $1.24M in Q4 2020. 293 funds tracked by Wall St. Rank hold HI as of Q4 2025.

  • Envestnet Asset Management reported no remaining Hillenbrand position as of Q4 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 10,819 Hillenbrand shares in Q4 2025, an estimated $293K.
  • Envestnet Asset Management first reported a position in Hillenbrand in Q2 2013 and held it in 46 quarters.
  • Envestnet Asset Management's Hillenbrand position peaked at $1.24M in Q4 2020.
  • 293 funds tracked by Wall St. Rank held Hillenbrand as of Q4 2025.

Based on Envestnet Asset Management's 13F filing for Q4 2025, filed 10 Feb 2026.