SC
HI

Stephens Consulting’s Hillenbrand HI Stock Holding History

Stephens Consulting’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
Q2 		– Sell
-30
Closed -$725 – 1532
2025
Q1 		$725 Buy
+30
New +$913 ﹤0.01% 800
2024
Q2 		– Sell
-882
Closed -$44.3K – 654
2024
Q1 		$44.3K Hold
882
– – 0.01% 187
2023
Q4 		$42.2K Buy
882
+4
+0.5% +$164 0.01% 193
2023
Q3 		$37.1K Buy
878
+5
+0.6% +$238 0.02% 196
2023
Q2 		$44.8K Buy
873
+4
+0.5% +$193 0.02% 179
2023
Q1 		$41.3K Buy
869
+4
+0.5% +$184 0.02% 190
2022
Q4 		$36.9K Buy
865
+4
+0.5% +$177 0.02% 192
2022
Q3 		$31.6K Buy
861
+5
+0.6% +$210 0.03% 211
2022
Q2 		$35K Buy
856
+5
+0.6% +$209 0.03% 201
2022
Q1 		$37.6K Buy
851
+4
+0.5% +$189 0.03% 216
2021
Q4 		$44K Buy
+847
New +$40.5K 0.04% 213

Other funds holding HI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Stephens Consulting's HI Position: Q2 2025 in Review

Stephens Consulting sold out of Hillenbrand (HI) in Q2 2025, closing a stake of 30 shares — an estimated $725 sold.

Stephens Consulting first reported a position in HI in Q4 2021 and held it in 11 quarters. The position peaked at $44.8K in Q2 2023. 259 funds tracked by Wall St. Rank hold HI as of Q2 2025.

  • Stephens Consulting reported no remaining Hillenbrand position as of Q2 2025 after selling out during the quarter.
  • Stephens Consulting sold 30 Hillenbrand shares in Q2 2025, an estimated $725.
  • Stephens Consulting first reported a position in Hillenbrand in Q4 2021 and held it in 11 quarters.
  • Stephens Consulting's Hillenbrand position peaked at $44.8K in Q2 2023.
  • 259 funds tracked by Wall St. Rank held Hillenbrand as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.