MC
HI

McMorgan & Co’s Hillenbrand HI Stock Holding History

McMorgan & Co’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
-8,575
Closed -$272K – 45
2025
Q4 		$272K Sell
8,575
-48,476
-85% -$1.49M 0.05% 36
2025
Q3 		$1.54M Sell
57,051
-12,725
-18% -$299K 0.24% 45
2025
Q2 		$1.4M Buy
69,776
+1,830
+3% +$38.1K 0.21% 46
2025
Q1 		$1.64M Sell
67,946
-2,485
-4% -$75.6K 0.26% 42
2024
Q4 		$2.17M Sell
70,431
-375
-0.5% -$11.3K 0.34% 40
2024
Q3 		$1.97M Hold
70,806
– – 0.3% 41
2024
Q2 		$2.83M Buy
70,806
+5,180
+8% +$234K 0.45% 32
2024
Q1 		$3.3M Buy
65,626
+2,325
+4% +$109K 0.57% 26
2023
Q4 		$3.03M Buy
63,301
+2,600
+4% +$107K 0.5% 25
2023
Q3 		$2.57M Buy
60,701
+10,735
+21% +$511K 0.47% 23
2023
Q2 		$2.56M Buy
49,966
+3,417
+7% +$164K 0.48% 22
2023
Q1 		$2.21M Sell
46,549
-815
-2% -$37.4K 0.46% 23
2022
Q4 		$2.02M Buy
47,364
+2,270
+5% +$100K 0.43% 23
2022
Q3 		$1.66M Sell
45,094
-1,455
-3% -$61.2K 0.39% 25
2022
Q2 		$1.91M Buy
46,549
+9,900
+27% +$413K 0.43% 18
2022
Q1 		$1.62M Sell
36,649
-1,965
-5% -$92.9K 0.35% 20
2021
Q4 		$2.01M Buy
38,614
+6,600
+21% +$315K 0.35% 22
2021
Q3 		$1.36M Buy
32,014
+2,840
+10% +$125K 0.27% 25
2021
Q2 		$1.29M Buy
+29,174
New +$1.36M 0.28% 23

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

McMorgan & Co's HI Position: Q1 2026 in Review

McMorgan & Co sold out of Hillenbrand (HI) in Q1 2026, closing a stake of 8,575 shares — an estimated $272K sold.

McMorgan & Co first reported a position in HI in Q2 2021 and held it in 19 quarters. The position peaked at $3.3M in Q1 2024. 3 funds tracked by Wall St. Rank hold HI as of Q1 2026.

  • McMorgan & Co reported no remaining Hillenbrand position as of Q1 2026 after selling out during the quarter.
  • McMorgan & Co sold 8,575 Hillenbrand shares in Q1 2026, an estimated $272K.
  • McMorgan & Co first reported a position in Hillenbrand in Q2 2021 and held it in 19 quarters.
  • McMorgan & Co's Hillenbrand position peaked at $3.3M in Q1 2024.
  • 3 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2026.

Based on McMorgan & Co's 13F filing for Q1 2026, filed 5 May 2026.