Rise Advisors’s Hillenbrand HI Stock Holding History

Rise Advisors’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	-383	Closed	-$10.4K	–	674
2025 Q3	$10.4K	Buy	383 +3	+0.8%	+$70	﹤0.01%	980
2025 Q2	$7.63K	Buy	380 +4	+1%	+$83	﹤0.01%	1116
2025 Q1	$9.08K	Buy	376 +111	+42%	+$3.38K	﹤0.01%	1038
2024 Q4	$8.14K	Buy	265 +2	+0.8%	+$60	﹤0.01%	1019
2024 Q3	$7.3K	Buy	263 +2	+0.8%	+$70	﹤0.01%	1052
2024 Q2	$10.4K	Buy	261 +3	+1%	+$135	0.01%	1002
2024 Q1	$13K	Buy	+258	New	+$12.1K	0.01%	957

Other funds holding HI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Rise Advisors's HI Position: Q4 2025 in Review

Rise Advisors sold out of Hillenbrand (HI) in Q4 2025, closing a stake of 383 shares — an estimated $10.4K sold.

Rise Advisors first reported a position in HI in Q1 2024 and held it in 7 quarters. The position peaked at $13K in Q1 2024. 293 funds tracked by Wall St. Rank hold HI as of Q4 2025.

Rise Advisors reported no remaining Hillenbrand position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 383 Hillenbrand shares in Q4 2025, an estimated $10.4K.
Rise Advisors first reported a position in Hillenbrand in Q1 2024 and held it in 7 quarters.
Rise Advisors's Hillenbrand position peaked at $13K in Q1 2024.
293 funds tracked by Wall St. Rank held Hillenbrand as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.