SAG
HI

SageView Advisory Group’s Hillenbrand HI Stock Holding History

SageView Advisory 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
-1,089
Closed -$34.5K – 1367
2025
Q4 		$34.5K Buy
+1,089
New +$33.6K ﹤0.01% 1227

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 $20.6B AUM 34.61% 1-Year Est. Return

SageView Advisory Group's HI Position: Q1 2026 in Review

SageView Advisory Group sold out of Hillenbrand (HI) in Q1 2026, closing a stake of 1,089 shares — an estimated $34.5K sold.

SageView Advisory Group first reported a position in HI in Q4 2025 and held it in 1 quarter. The position peaked at $34.5K in Q4 2025. 3 funds tracked by Wall St. Rank hold HI as of Q1 2026.

  • SageView Advisory Group reported no remaining Hillenbrand position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,089 Hillenbrand shares in Q1 2026, an estimated $34.5K.
  • SageView Advisory Group first reported a position in Hillenbrand in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Hillenbrand position peaked at $34.5K in Q4 2025.
  • 3 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.