PWPS
HI

Pinnacle Wealth Planning Services’s Hillenbrand HI Stock Holding History

Pinnacle Wealth Planning Services’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
-1,813
Closed -$57.5K – 2794
2025
Q4 		$57.5K Buy
+1,813
New +$55.9K 0.01% 1109
2021
Q1 		– Sell
-2,014
Closed -$81K – 1038
2020
Q4 		$81K Buy
+2,014
New +$69.5K 0.02% 567

Other funds holding HI

HW
HORAN Wealth Cincinnati, Ohio $1.05B AUM 17.67% 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

Pinnacle Wealth Planning Services's HI Position: Q1 2026 in Review

Pinnacle Wealth Planning Services sold out of Hillenbrand (HI) in Q1 2026, closing a stake of 1,813 shares — an estimated $57.5K sold.

Pinnacle Wealth Planning Services first reported a position in HI in Q4 2020 and held it in 2 quarters. The position peaked at $81K in Q4 2020. 3 funds tracked by Wall St. Rank hold HI as of Q1 2026.

  • Pinnacle Wealth Planning Services reported no remaining Hillenbrand position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 1,813 Hillenbrand shares in Q1 2026, an estimated $57.5K.
  • Pinnacle Wealth Planning Services first reported a position in Hillenbrand in Q4 2020 and held it in 2 quarters.
  • Pinnacle Wealth Planning Services's Hillenbrand position peaked at $81K in Q4 2020.
  • 3 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.