PS
HI

Principal Securities’s Hillenbrand HI Stock Holding History

Principal Securities’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
Q4 		– Sell
-78
Closed -$2.11K – 2289
2025
Q3 		$2.11K Hold
78
– – ﹤0.01% 3217
2025
Q2 		$1.56K Buy
78
+41
+111% +$853 ﹤0.01% 3219
2025
Q1 		$1.14K Hold
37
– – ﹤0.01% 3175
2024
Q4 		$1.14K Sell
37
-69
-65% -$2.08K ﹤0.01% 3168
2024
Q3 		$2.95K Sell
106
-12
-10% -$422 ﹤0.01% 2836
2024
Q2 		$4.72K Sell
118
-14
-11% -$631 ﹤0.01% 2656
2024
Q1 		$6.64K Buy
132
+52
+65% +$2.44K ﹤0.01% 2501
2023
Q4 		$3.83K Buy
+80
New +$3.28K ﹤0.01% 2628

Other funds holding HI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return

Principal Securities's HI Position: Q4 2025 in Review

Principal Securities sold out of Hillenbrand (HI) in Q4 2025, closing a stake of 78 shares — an estimated $2.11K sold.

Principal Securities first reported a position in HI in Q4 2023 and held it in 8 quarters. The position peaked at $6.64K in Q1 2024. 293 funds tracked by Wall St. Rank hold HI as of Q4 2025.

  • Principal Securities reported no remaining Hillenbrand position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 78 Hillenbrand shares in Q4 2025, an estimated $2.11K.
  • Principal Securities first reported a position in Hillenbrand in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Hillenbrand position peaked at $6.64K in Q1 2024.
  • 293 funds tracked by Wall St. Rank held Hillenbrand as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.