Horan Securities’s Hillenbrand HI Stock Holding History

Horan Securities’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	$414K	Hold	20,627	–	–	0.15%	86
2025 Q1	$498K	Hold	20,627	–	–	0.19%	59
2024 Q4	$635K	Hold	20,627	–	–	0.24%	47
2024 Q3	$573K	Hold	20,627	–	–	0.22%	51
2024 Q2	$825K	Sell	20,627 -803	-4%	-$36.2K	0.36%	32
2024 Q1	$1.08M	Hold	21,430	–	–	0.51%	12
2023 Q4	$1.03M	Hold	21,430	–	–	0.52%	12
2023 Q3	$907K	Hold	21,430	–	–	0.48%	15
2023 Q2	$1.1M	Buy	+21,430	New	+$1.03M	0.47%	22
2020 Q3	–	Sell	-298	Closed	-$8K	–	359
2020 Q2	$8K	Hold	298	–	–	0.01%	198
2020 Q1	$6K	Buy	+298	New	+$7.75K	0.01%	157

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 Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Horan Securities's HI Position: Q2 2025 in Review

Horan Securities held its Hillenbrand (HI) position steady in Q2 2025 at 20,627 shares worth $414K. The position accounts for 0.15% of the portfolio, ranked #86.

Horan Securities first reported a position in HI in Q1 2020 and has held it in 11 quarters since. The position peaked at $1.1M in Q2 2023. 259 funds tracked by Wall St. Rank hold HI as of Q2 2025.

Horan Securities held 20,627 shares of Hillenbrand worth $414K as of Q2 2025.
Horan Securities left its Hillenbrand share count unchanged in Q2 2025.
Hillenbrand made up 0.15% of Horan Securities's portfolio in Q2 2025, its #86 holding.
Horan Securities first reported a position in Hillenbrand in Q1 2020 and has held it in 11 quarters since.
Horan Securities's Hillenbrand position peaked at $1.1M in Q2 2023.
259 funds tracked by Wall St. Rank held Hillenbrand as of Q2 2025.

Based on Horan Securities's 13F filing for Q2 2025, filed 6 Aug 2025.