Physician Wealth Advisors’s Hillenbrand HI Stock Holding History

Physician Wealth Advisors’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	-95	Closed	-$3.01K	–	2148
2025 Q4	$3.01K	Hold	95	–	–	﹤0.01%	1134
2025 Q3	$2.57K	Hold	95	–	–	﹤0.01%	1119
2025 Q2	$1.91K	Buy	+95	New	+$1.98K	﹤0.01%	1066

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

Physician Wealth Advisors's HI Position: Q1 2026 in Review

Physician Wealth Advisors sold out of Hillenbrand (HI) in Q1 2026, closing a stake of 95 shares — an estimated $3.01K sold.

Physician Wealth Advisors first reported a position in HI in Q2 2025 and held it in 3 quarters. The position peaked at $3.01K in Q4 2025. 3 funds tracked by Wall St. Rank hold HI as of Q1 2026.

Physician Wealth Advisors reported no remaining Hillenbrand position as of Q1 2026 after selling out during the quarter.
Physician Wealth Advisors sold 95 Hillenbrand shares in Q1 2026, an estimated $3.01K.
Physician Wealth Advisors first reported a position in Hillenbrand in Q2 2025 and held it in 3 quarters.
Physician Wealth Advisors's Hillenbrand position peaked at $3.01K in Q4 2025.
3 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.