EP
HI

Essential Partners’s Hillenbrand HI Stock Holding History

Essential Partners’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
-50
Closed -$1.59K – 2917
2025
Q4 		$1.59K Hold
50
– – ﹤0.01% 1875
2025
Q3 		$1.35K Buy
50
+41
+456% +$962 ﹤0.01% 1932
2025
Q2 		$181 Buy
+9
New +$187 ﹤0.01% 1971

Other funds holding HI

HW
HORAN Wealth Cincinnati, Ohio $800M AUM 23.65% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Essential Partners's HI Position: Q1 2026 in Review

Essential Partners sold out of Hillenbrand (HI) in Q1 2026, closing a stake of 50 shares — an estimated $1.59K sold.

Essential Partners first reported a position in HI in Q2 2025 and held it in 3 quarters. The position peaked at $1.59K in Q4 2025. 3 funds tracked by Wall St. Rank hold HI as of Q1 2026.

  • Essential Partners reported no remaining Hillenbrand position as of Q1 2026 after selling out during the quarter.
  • Essential Partners sold 50 Hillenbrand shares in Q1 2026, an estimated $1.59K.
  • Essential Partners first reported a position in Hillenbrand in Q2 2025 and held it in 3 quarters.
  • Essential Partners's Hillenbrand position peaked at $1.59K in Q4 2025.
  • 3 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2026.

Based on Essential Partners's 13F filing for Q1 2026, filed 21 May 2026.