RWS
HI

Retirement Wealth Solutions’s Hillenbrand HI Stock Holding History

Retirement Wealth Solutions’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
-59
Closed -$1.87K – 838
2025
Q4 		$1.87K Buy
59
+30
+103% +$924 ﹤0.01% 463
2025
Q3 		$785 Buy
+29
New +$681 ﹤0.01% 610

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

Retirement Wealth Solutions's HI Position: Q1 2026 in Review

Retirement Wealth Solutions sold out of Hillenbrand (HI) in Q1 2026, closing a stake of 59 shares — an estimated $1.87K sold.

Retirement Wealth Solutions first reported a position in HI in Q3 2025 and held it in 2 quarters. The position peaked at $1.87K in Q4 2025. 3 funds tracked by Wall St. Rank hold HI as of Q1 2026.

  • Retirement Wealth Solutions reported no remaining Hillenbrand position as of Q1 2026 after selling out during the quarter.
  • Retirement Wealth Solutions sold 59 Hillenbrand shares in Q1 2026, an estimated $1.87K.
  • Retirement Wealth Solutions first reported a position in Hillenbrand in Q3 2025 and held it in 2 quarters.
  • Retirement Wealth Solutions's Hillenbrand position peaked at $1.87K in Q4 2025.
  • 3 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2026.

Based on Retirement Wealth Solutions's 13F filing for Q1 2026, filed 7 Apr 2026.