RFP
HI

Root Financial Partners’s Hillenbrand HI Stock Holding History

Root Financial Partners’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
-20
Closed -$634 – 3506
2025
Q4 		$634 Hold
20
– – ﹤0.01% 2178
2025
Q3 		$541 Buy
+20
New +$469 ﹤0.01% 2141

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

Root Financial Partners's HI Position: Q1 2026 in Review

Root Financial Partners sold out of Hillenbrand (HI) in Q1 2026, closing a stake of 20 shares — an estimated $634 sold.

Root Financial Partners first reported a position in HI in Q3 2025 and held it in 2 quarters. The position peaked at $634 in Q4 2025. 3 funds tracked by Wall St. Rank hold HI as of Q1 2026.

  • Root Financial Partners reported no remaining Hillenbrand position as of Q1 2026 after selling out during the quarter.
  • Root Financial Partners sold 20 Hillenbrand shares in Q1 2026, an estimated $634.
  • Root Financial Partners first reported a position in Hillenbrand in Q3 2025 and held it in 2 quarters.
  • Root Financial Partners's Hillenbrand position peaked at $634 in Q4 2025.
  • 3 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.