PWMG
HI

Prestige Wealth Management Group’s Hillenbrand HI Stock Holding History

Prestige Wealth Management Group’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
2025
Q2 		– Sell
-65
Closed -$1.57K – 1037
2025
Q1 		$1.57K Hold
65
– – ﹤0.01% 785
2024
Q4 		$2K Buy
65
+52
+400% +$1.57K ﹤0.01% 781
2024
Q3 		$362 Buy
+13
New +$457 ﹤0.01% 996

Other funds holding HI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Prestige Wealth Management Group's HI Position: Q2 2025 in Review

Prestige Wealth Management Group sold out of Hillenbrand (HI) in Q2 2025, closing a stake of 65 shares — an estimated $1.57K sold.

Prestige Wealth Management Group first reported a position in HI in Q3 2024 and held it in 3 quarters. The position peaked at $2K in Q4 2024. 259 funds tracked by Wall St. Rank hold HI as of Q2 2025.

  • Prestige Wealth Management Group reported no remaining Hillenbrand position as of Q2 2025 after selling out during the quarter.
  • Prestige Wealth Management Group sold 65 Hillenbrand shares in Q2 2025, an estimated $1.57K.
  • Prestige Wealth Management Group first reported a position in Hillenbrand in Q3 2024 and held it in 3 quarters.
  • Prestige Wealth Management Group's Hillenbrand position peaked at $2K in Q4 2024.
  • 259 funds tracked by Wall St. Rank held Hillenbrand as of Q2 2025.

Based on Prestige Wealth Management Group's 13F filing for Q2 2025, filed 14 Aug 2025.