High Note Wealth’s Hillenbrand HI Stock Holding History

High Note Wealth’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	–	Sell	-85	Closed	-$1.71K	–	926
2025 Q2	$1.71K	Buy	+85	New	+$1.77K	﹤0.01%	703

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

High Note Wealth's HI Position: Q3 2025 in Review

High Note Wealth sold out of Hillenbrand (HI) in Q3 2025, closing a stake of 85 shares — an estimated $1.71K sold.

High Note Wealth first reported a position in HI in Q2 2025 and held it in 1 quarter. The position peaked at $1.71K in Q2 2025. 267 funds tracked by Wall St. Rank hold HI as of Q3 2025.

High Note Wealth reported no remaining Hillenbrand position as of Q3 2025 after selling out during the quarter.
High Note Wealth sold 85 Hillenbrand shares in Q3 2025, an estimated $1.71K.
High Note Wealth first reported a position in Hillenbrand in Q2 2025 and held it in 1 quarter.
High Note Wealth's Hillenbrand position peaked at $1.71K in Q2 2025.
267 funds tracked by Wall St. Rank held Hillenbrand as of Q3 2025.

Based on High Note Wealth's 13F filing for Q3 2025, filed 4 Nov 2025.