Pathstone Holdings’s Hillenbrand HI Stock Holding History

Pathstone Holdings’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	-16,994	Closed	-$539K	–	2277
2025 Q4	$539K	Buy	16,994 +5,985	+54%	+$184K	﹤0.01%	1723
2025 Q3	$298K	Buy	+11,009	New	+$258K	﹤0.01%	2028
2025 Q1	–	Sell	-7,521	Closed	-$231K	–	2312
2024 Q4	$231K	Sell	7,521 -202	-3%	-$6.11K	﹤0.01%	2100
2024 Q3	$215K	Sell	7,723 -1,937	-20%	-$68.1K	﹤0.01%	2137
2024 Q2	$387K	Sell	9,660 -59	-0.6%	-$2.66K	﹤0.01%	1824
2024 Q1	$489K	Buy	9,719 +1,667	+21%	+$78.1K	﹤0.01%	1685
2023 Q4	$385K	Buy	+8,052	New	+$330K	﹤0.01%	1664

Other funds holding HI

HORAN Wealth Cincinnati, Ohio $1.23B AUM 24.17% 1-Year Est. Return

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

Pathstone Holdings's HI Position: Q1 2026 in Review

Pathstone Holdings sold out of Hillenbrand (HI) in Q1 2026, closing a stake of 16,994 shares — an estimated $539K sold.

Pathstone Holdings first reported a position in HI in Q4 2023 and held it in 7 quarters. The position peaked at $539K in Q4 2025. 3 funds tracked by Wall St. Rank hold HI as of Q1 2026.

Pathstone Holdings reported no remaining Hillenbrand position as of Q1 2026 after selling out during the quarter.
Pathstone Holdings sold 16,994 Hillenbrand shares in Q1 2026, an estimated $539K.
Pathstone Holdings first reported a position in Hillenbrand in Q4 2023 and held it in 7 quarters.
Pathstone Holdings's Hillenbrand position peaked at $539K in Q4 2025.
3 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2026.

Based on Pathstone Holdings's 13F filing for Q1 2026, filed 11 May 2026.