LWMI
HI

Legacy Wealth Management (Idaho)’s Hillenbrand HI Stock Holding History

Legacy Wealth Management (Idaho)’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
-150
Closed -$3.62K – 812
2025
Q1 		$3.62K Hold
150
– – ﹤0.01% 458
2024
Q4 		$4.7K Hold
150
– – ﹤0.01% 396
2024
Q3 		$4.53K Buy
+150
New +$5.27K ﹤0.01% 397

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 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 $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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

Legacy Wealth Management (Idaho)'s HI Position: Q2 2025 in Review

Legacy Wealth Management (Idaho) sold out of Hillenbrand (HI) in Q2 2025, closing a stake of 150 shares — an estimated $3.62K sold.

Legacy Wealth Management (Idaho) first reported a position in HI in Q3 2024 and held it in 3 quarters. The position peaked at $4.7K in Q4 2024. 259 funds tracked by Wall St. Rank hold HI as of Q2 2025.

  • Legacy Wealth Management (Idaho) reported no remaining Hillenbrand position as of Q2 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 150 Hillenbrand shares in Q2 2025, an estimated $3.62K.
  • Legacy Wealth Management (Idaho) first reported a position in Hillenbrand in Q3 2024 and held it in 3 quarters.
  • Legacy Wealth Management (Idaho)'s Hillenbrand position peaked at $4.7K in Q4 2024.
  • 259 funds tracked by Wall St. Rank held Hillenbrand as of Q2 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2025, filed 6 Aug 2025.