PWMG
HI

Private Wealth Management Group’s Hillenbrand HI Stock Holding History

Private 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
2026
Q1 		– Sell
-165
Closed -$5.23K – 1495
2025
Q4 		$5.23K Hold
165
– – ﹤0.01% 751
2025
Q3 		$4.46K Hold
165
– – ﹤0.01% 831
2025
Q2 		$3.31K Hold
165
– – ﹤0.01% 926
2025
Q1 		$3.98K Buy
165
+125
+313% +$3.8K ﹤0.01% 809
2024
Q4 		$1.23K Sell
40
-116
-74% -$3.51K ﹤0.01% 1238
2024
Q3 		$4.34K Buy
156
+139
+818% +$4.89K ﹤0.01% 786
2024
Q2 		$681 Hold
17
– – ﹤0.01% 1376
2024
Q1 		$855 Hold
17
– – ﹤0.01% 1317
2023
Q4 		$814 Buy
+17
New +$697 ﹤0.01% 1347

Other funds holding HI

HW
HORAN Wealth Cincinnati, Ohio $1.23B AUM 24.17% 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

Private Wealth Management Group's HI Position: Q1 2026 in Review

Private Wealth Management Group sold out of Hillenbrand (HI) in Q1 2026, closing a stake of 165 shares — an estimated $5.23K sold.

Private Wealth Management Group first reported a position in HI in Q4 2023 and held it in 9 quarters. The position peaked at $5.23K in Q4 2025. 3 funds tracked by Wall St. Rank hold HI as of Q1 2026.

  • Private Wealth Management Group reported no remaining Hillenbrand position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Management Group sold 165 Hillenbrand shares in Q1 2026, an estimated $5.23K.
  • Private Wealth Management Group first reported a position in Hillenbrand in Q4 2023 and held it in 9 quarters.
  • Private Wealth Management Group's Hillenbrand position peaked at $5.23K in Q4 2025.
  • 3 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.