LPL Financial
HI

LPL Financial’s Hillenbrand HI Stock Holding History

LPL Financial’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
2026
Q1 		– Sell
-10,050
Closed -$319K – 6061
2025
Q4 		$319K Sell
10,050
-2,799
-22% -$86.2K ﹤0.01% 5105
2025
Q3 		$347K Sell
12,849
-3,871
-23% -$90.9K ﹤0.01% 4933
2025
Q2 		$336K Sell
16,720
-3,635
-18% -$75.6K ﹤0.01% 4698
2025
Q1 		$491K Sell
20,355
-8,642
-30% -$263K ﹤0.01% 4195
2024
Q4 		$893K Buy
28,997
+1,182
+4% +$35.7K ﹤0.01% 3591
2024
Q3 		$773K Sell
27,815
-7,224
-21% -$254K ﹤0.01% 3630
2024
Q2 		$1.4M Sell
35,039
-14,717
-30% -$664K ﹤0.01% 2933
2024
Q1 		$2.5M Buy
49,756
+1,989
+4% +$93.2K ﹤0.01% 2345
2023
Q4 		$2.29M Sell
47,767
-1,741
-4% -$71.3K ﹤0.01% 2310
2023
Q3 		$2.09M Buy
49,508
+6,737
+16% +$320K ﹤0.01% 2251
2023
Q2 		$2.19M Buy
42,771
+3,322
+8% +$160K ﹤0.01% 2162
2023
Q1 		$1.88M Buy
39,449
+8,798
+29% +$404K ﹤0.01% 2194
2022
Q4 		$1.31M Buy
30,651
+31
+0.1% +$1.37K ﹤0.01% 2427
2022
Q3 		$1.12M Buy
30,620
+2,241
+8% +$94.3K ﹤0.01% 2446
2022
Q2 		$1.16M Buy
28,379
+7,230
+34% +$302K ﹤0.01% 2459
2022
Q1 		$934K Buy
21,149
+7,539
+55% +$356K ﹤0.01% 2674
2021
Q4 		$708K Sell
13,610
-2,971
-18% -$142K ﹤0.01% 2973
2021
Q3 		$707K Sell
16,581
-873
-5% -$38.3K ﹤0.01% 2896
2021
Q2 		$769K Sell
17,454
-1,067
-6% -$49.8K ﹤0.01% 2790
2021
Q1 		$884K Buy
18,521
+2,839
+18% +$130K ﹤0.01% 2504
2020
Q4 		$624K Buy
15,682
+412
+3% +$14.2K ﹤0.01% 2553
2020
Q3 		$433K Sell
15,270
-1,711
-10% -$50.6K ﹤0.01% 2592
2020
Q2 		$460K Buy
16,981
+5,758
+51% +$131K ﹤0.01% 2469
2020
Q1 		$214K Buy
11,223
+3,731
+50% +$97K ﹤0.01% 2757
2019
Q4 		$250K Buy
7,492
+523
+8% +$16.5K ﹤0.01% 2923
2019
Q3 		$215K Sell
6,969
-938
-12% -$29.7K ﹤0.01% 2940
2019
Q2 		$313K Sell
7,907
-964
-11% -$38.7K ﹤0.01% 2669
2019
Q1 		$369K Sell
8,871
-167
-2% -$7.05K ﹤0.01% 2465
2018
Q4 		$343K Sell
9,038
-401
-4% -$18.3K ﹤0.01% 2363
2018
Q3 		$494K Sell
9,439
-452
-5% -$23K ﹤0.01% 2244
2018
Q2 		$466K Sell
9,891
-2,792
-22% -$131K ﹤0.01% 2252
2018
Q1 		$581K Buy
12,683
+736
+6% +$33.2K ﹤0.01% 2014
2017
Q4 		$535K Buy
11,947
+988
+9% +$41.4K ﹤0.01% 2015
2017
Q3 		$428K Buy
10,959
+463
+4% +$16.8K ﹤0.01% 2066
2017
Q2 		$379K Buy
+10,496
New +$383K ﹤0.01% 2100
2017
Q1 		– Sell
-5,272
Closed -$201K – 2741
2016
Q4 		$201K Buy
+5,272
New +$178K ﹤0.01% 2479
2016
Q2 		– Sell
-8,104
Closed -$235K – 2770
2016
Q1 		$235K Sell
8,104
-1,309
-14% -$36.1K ﹤0.01% 2690
2015
Q4 		$272K Sell
9,413
-13,055
-58% -$383K ﹤0.01% 2603
2015
Q3 		$615K Buy
22,468
+4,176
+23% +$116K ﹤0.01% 1614
2015
Q2 		$542K Buy
18,292
+5,760
+46% +$178K ﹤0.01% 1840
2015
Q1 		$389K Buy
+12,532
New +$394K ﹤0.01% 2029
2014
Q1 		– Sell
-9,617
Closed -$283K – 2680
2013
Q4 		$283K Buy
+9,617
New +$274K ﹤0.01% 2166
2013
Q3 		– Sell
-22,391
Closed -$531K – 2557
2013
Q2 		$531K Buy
+22,391
New +$543K ﹤0.01% 1519

Other funds holding HI

HW
HORAN Wealth Cincinnati, Ohio $1.23B AUM 24.17% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

LPL Financial's HI Position: Q1 2026 in Review

LPL Financial sold out of Hillenbrand (HI) in Q1 2026, closing a stake of 10,050 shares — an estimated $319K sold.

LPL Financial first reported a position in HI in Q2 2013 and held it in 43 quarters. The position peaked at $2.5M in Q1 2024. 3 funds tracked by Wall St. Rank hold HI as of Q1 2026.

  • LPL Financial reported no remaining Hillenbrand position as of Q1 2026 after selling out during the quarter.
  • LPL Financial sold 10,050 Hillenbrand shares in Q1 2026, an estimated $319K.
  • LPL Financial first reported a position in Hillenbrand in Q2 2013 and held it in 43 quarters.
  • LPL Financial's Hillenbrand position peaked at $2.5M in Q1 2024.
  • 3 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.