HWP
HI

Highline Wealth Partners’s Hillenbrand HI Stock Holding History

Highline Wealth 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
Q2 		– Sell
-5
Closed -$121 – 974
2025
Q1 		$121 Buy
+5
New +$152 ﹤0.01% 987

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Highline Wealth Partners's HI Position: Q2 2025 in Review

Highline Wealth Partners sold out of Hillenbrand (HI) in Q2 2025, closing a stake of 5 shares — an estimated $121 sold.

Highline Wealth Partners first reported a position in HI in Q1 2025 and held it in 1 quarter. The position peaked at $121 in Q1 2025. 259 funds tracked by Wall St. Rank hold HI as of Q2 2025.

  • Highline Wealth Partners reported no remaining Hillenbrand position as of Q2 2025 after selling out during the quarter.
  • Highline Wealth Partners sold 5 Hillenbrand shares in Q2 2025, an estimated $121.
  • Highline Wealth Partners first reported a position in Hillenbrand in Q1 2025 and held it in 1 quarter.
  • Highline Wealth Partners's Hillenbrand position peaked at $121 in Q1 2025.
  • 259 funds tracked by Wall St. Rank held Hillenbrand as of Q2 2025.

Based on Highline Wealth Partners's 13F filing for Q2 2025, filed 16 Jul 2025.