EWA
HI

EverSource Wealth Advisors’s Hillenbrand HI Stock Holding History

EverSource Wealth Advisors’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
-916
Closed -$29.1K – 4447
2025
Q4 		$29.1K Buy
916
+394
+75% +$12.1K ﹤0.01% 2136
2025
Q3 		$14.1K Sell
522
-170
-25% -$3.99K ﹤0.01% 2611
2025
Q2 		$13.9K Buy
692
+125
+22% +$2.6K ﹤0.01% 2580
2025
Q1 		$13.7K Buy
567
+189
+50% +$5.75K ﹤0.01% 1922
2024
Q4 		$11.6K Buy
378
+244
+182% +$7.38K ﹤0.01% 1908
2024
Q3 		$3.71K Sell
134
-5
-4% -$176 ﹤0.01% 2344
2024
Q2 		$6.13K Sell
139
-78
-36% -$3.52K ﹤0.01% 2135
2024
Q1 		$10.4K Buy
217
+17
+9% +$797 ﹤0.01% 1673
2023
Q4 		$9.55K Buy
200
+75
+60% +$3.07K ﹤0.01% 1571
2023
Q3 		$5.29K Sell
125
-22
-15% -$1.05K ﹤0.01% 1685
2023
Q2 		$7.51K Buy
147
+1
+0.7% +$48 ﹤0.01% 1566
2023
Q1 		$6.95K Hold
146
– – ﹤0.01% 1522
2022
Q4 		$6.21K Sell
146
-69
-32% -$3.06K ﹤0.01% 1520
2022
Q3 		$8K Sell
215
-588
-73% -$24.7K ﹤0.01% 1196
2022
Q2 		$33K Buy
803
+350
+77% +$14.6K 0.01% 700
2022
Q1 		$20K Hold
453
– – 0.01% 697
2021
Q4 		$23K Buy
+453
New +$21.6K 0.01% 629

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

EverSource Wealth Advisors's HI Position: Q1 2026 in Review

EverSource Wealth Advisors sold out of Hillenbrand (HI) in Q1 2026, closing a stake of 916 shares — an estimated $29.1K sold.

EverSource Wealth Advisors first reported a position in HI in Q4 2021 and held it in 17 quarters. The position peaked at $33K in Q2 2022. 3 funds tracked by Wall St. Rank hold HI as of Q1 2026.

  • EverSource Wealth Advisors reported no remaining Hillenbrand position as of Q1 2026 after selling out during the quarter.
  • EverSource Wealth Advisors sold 916 Hillenbrand shares in Q1 2026, an estimated $29.1K.
  • EverSource Wealth Advisors first reported a position in Hillenbrand in Q4 2021 and held it in 17 quarters.
  • EverSource Wealth Advisors's Hillenbrand position peaked at $33K in Q2 2022.
  • 3 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.