First Horizon Advisors’s Hillenbrand HI Stock Holding History

First Horizon 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
2025 Q2	–	Sell	-191	Closed	-$4.61K	–	2406
2025 Q1	$4.61K	Buy	191 +98	+105%	+$2.98K	﹤0.01%	1818
2024 Q4	$2.86K	Buy	93 +62	+200%	+$1.87K	﹤0.01%	1928
2024 Q3	$862	Sell	31 -24	-44%	-$844	﹤0.01%	2159
2024 Q2	$2.24K	Buy	55 +31	+129%	+$1.4K	﹤0.01%	1947
2024 Q1	$1.24K	Hold	24	–	–	﹤0.01%	2120
2023 Q4	$1.18K	Hold	24	–	–	﹤0.01%	2166
2023 Q3	$1.04K	Hold	24	–	–	﹤0.01%	2179
2023 Q2	$1.25K	Hold	24	–	–	﹤0.01%	2216
2023 Q1	$1.16K	Sell	24 -38	-61%	-$1.75K	﹤0.01%	2225
2022 Q4	$2.66K	Sell	62 -56	-47%	-$2.48K	﹤0.01%	1985
2022 Q3	$3K	Sell	118 -15	-11%	-$631	﹤0.01%	1891
2022 Q2	$5K	Sell	133 -556	-81%	-$23.2K	﹤0.01%	1829
2022 Q1	$30K	Sell	689 -109	-14%	-$5.15K	﹤0.01%	783
2021 Q4	$41K	Buy	798 +40	+5%	+$1.91K	﹤0.01%	999
2021 Q3	$31K	Buy	+758	New	+$33.3K	﹤0.01%	1102
2020 Q1	–	Sell	-1,166	Closed	-$39K	–	1454
2019 Q4	$39K	Sell	1,166 -584	-33%	-$18.4K	﹤0.01%	632
2019 Q3	$54K	Hold	1,750	–	–	﹤0.01%	529
2019 Q2	$69K	Buy	+1,750	New	+$70.3K	0.01%	502
2014 Q3	–	Sell	-17	Closed	–	–	1534
2014 Q2	$0	Hold	17	–	–	﹤0.01%	1509
2014 Q1	$0	Buy	+17	New	+$503	﹤0.01%	1418

Other funds holding HI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

First Horizon Advisors's HI Position: Q2 2025 in Review

First Horizon Advisors sold out of Hillenbrand (HI) in Q2 2025, closing a stake of 191 shares — an estimated $4.61K sold.

First Horizon Advisors first reported a position in HI in Q1 2014 and held it in 20 quarters. The position peaked at $69K in Q2 2019. 259 funds tracked by Wall St. Rank hold HI as of Q2 2025.

First Horizon Advisors reported no remaining Hillenbrand position as of Q2 2025 after selling out during the quarter.
First Horizon Advisors sold 191 Hillenbrand shares in Q2 2025, an estimated $4.61K.
First Horizon Advisors first reported a position in Hillenbrand in Q1 2014 and held it in 20 quarters.
First Horizon Advisors's Hillenbrand position peaked at $69K in Q2 2019.
259 funds tracked by Wall St. Rank held Hillenbrand as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.