Global Retirement Partners’s Hillenbrand HI Stock Holding History

Global Retirement 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
2025 Q4	$444	Buy	+14	New	+$431	﹤0.01%	4017
2025 Q3	–	Sell	-2	Closed	-$44	–	3942
2025 Q2	$44	Buy	+2	New	+$42	﹤0.01%	3761
2024 Q4	$1.3K	Buy	42 +9	+27%	+$272	﹤0.01%	3212
2024 Q3	$921	Buy	33 +31	+1,550%	+$1.09K	﹤0.01%	3162
2024 Q2	$85	Hold	2	–	–	﹤0.01%	3464
2024 Q1	$106	Hold	2	–	–	﹤0.01%	3296
2023 Q4	$93	Hold	2	–	–	﹤0.01%	3275
2023 Q3	$88	Hold	2	–	–	﹤0.01%	3179
2023 Q2	$106	Hold	2	–	–	﹤0.01%	3133
2023 Q1	$94	Hold	2	–	–	﹤0.01%	3128
2022 Q4	$88	Hold	2	–	–	﹤0.01%	2975
2022 Q3	$0	Sell	2 -84	-98%	-$3.53K	﹤0.01%	2818
2022 Q2	$4K	Buy	86 +27	+46%	+$1.13K	﹤0.01%	1963
2022 Q1	$2K	Buy	59 +2	+4%	+$95	﹤0.01%	2189
2021 Q4	$3K	Buy	+57	New	+$2.72K	﹤0.01%	205

Other funds holding HI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Global Retirement Partners's HI Position: Q4 2025 in Review

Global Retirement Partners opened a new position in Hillenbrand (HI) in Q4 2025: 14 shares worth $444. The stake represents ﹤0.01% of the portfolio and ranks #4017 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in HI as recently as Q2 2025.

Global Retirement Partners first reported a position in HI in Q4 2021 and has held it in 15 quarters since. The position peaked at $4K in Q2 2022. 293 funds tracked by Wall St. Rank hold HI as of Q4 2025.

Global Retirement Partners held 14 shares of Hillenbrand worth $444 as of Q4 2025.
Hillenbrand was a new Global Retirement Partners position in Q4 2025.
Hillenbrand made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #4017 holding.
Global Retirement Partners first reported a position in Hillenbrand in Q4 2021 and has held it in 15 quarters since.
Global Retirement Partners's Hillenbrand position peaked at $4K in Q2 2022.
293 funds tracked by Wall St. Rank held Hillenbrand as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.