HWM
HI

Hemington Wealth Management’s Hillenbrand HI Stock Holding History

Hemington Wealth Management’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
Q3 		$0 Hold
5
– – ﹤0.01% 1613
2025
Q2 		$0 Sell
5
-13
-72% -$270 ﹤0.01% 1591
2025
Q1 		$0 Hold
18
– – ﹤0.01% 1602
2024
Q4 		$0 Buy
18
+9
+100% +$272 ﹤0.01% 1641
2024
Q3 		$0 Buy
+9
New +$316 ﹤0.01% 1592

Other funds holding HI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Hemington Wealth Management's HI Position: Q3 2025 in Review

Hemington Wealth Management held its Hillenbrand (HI) position steady in Q3 2025 at 5 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1613.

Hemington Wealth Management first reported a position in HI in Q3 2024 and has held it in 5 quarters since. 267 funds tracked by Wall St. Rank hold HI as of Q3 2025.

  • Hemington Wealth Management held 5 shares of Hillenbrand worth $0 as of Q3 2025.
  • Hemington Wealth Management left its Hillenbrand share count unchanged in Q3 2025.
  • Hillenbrand made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1613 holding.
  • Hemington Wealth Management first reported a position in Hillenbrand in Q3 2024 and has held it in 5 quarters since.
  • 267 funds tracked by Wall St. Rank held Hillenbrand as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.