HHGA
HI

Halbert Hargrove Global Advisors’s Hillenbrand HI Stock Holding History

Halbert Hargrove Global 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
Q4 		– Sell
-39
Closed -$1.05K – 535
2025
Q3 		$1.05K Buy
+39
New +$915 ﹤0.01% 660

Other funds holding HI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
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

Halbert Hargrove Global Advisors's HI Position: Q4 2025 in Review

Halbert Hargrove Global Advisors sold out of Hillenbrand (HI) in Q4 2025, closing a stake of 39 shares — an estimated $1.05K sold.

Halbert Hargrove Global Advisors first reported a position in HI in Q3 2025 and held it in 1 quarter. The position peaked at $1.05K in Q3 2025. 293 funds tracked by Wall St. Rank hold HI as of Q4 2025.

  • Halbert Hargrove Global Advisors reported no remaining Hillenbrand position as of Q4 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 39 Hillenbrand shares in Q4 2025, an estimated $1.05K.
  • Halbert Hargrove Global Advisors first reported a position in Hillenbrand in Q3 2025 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's Hillenbrand position peaked at $1.05K in Q3 2025.
  • 293 funds tracked by Wall St. Rank held Hillenbrand as of Q4 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.