EPG
HI

Estate Planners Group’s Hillenbrand HI Stock Holding History

Estate Planners Group’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
-203
Closed -$6.44K – 203
2025
Q4 		$6.44K Buy
+203
New +$6.25K ﹤0.01% 315

Other funds holding HI

HW
HORAN Wealth Cincinnati, Ohio $1.05B AUM 17.67% 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

Estate Planners Group's HI Position: Q1 2026 in Review

Estate Planners Group sold out of Hillenbrand (HI) in Q1 2026, closing a stake of 203 shares — an estimated $6.44K sold.

Estate Planners Group first reported a position in HI in Q4 2025 and held it in 1 quarter. The position peaked at $6.44K in Q4 2025. 3 funds tracked by Wall St. Rank hold HI as of Q1 2026.

  • Estate Planners Group reported no remaining Hillenbrand position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 203 Hillenbrand shares in Q1 2026, an estimated $6.44K.
  • Estate Planners Group first reported a position in Hillenbrand in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's Hillenbrand position peaked at $6.44K in Q4 2025.
  • 3 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.