SPIA
HI

Steward Partners Investment Advisory’s Hillenbrand HI Stock Holding History

Steward Partners Investment Advisory’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
-250
Closed -$6.04K – 4183
2025
Q1 		$6.04K Hold
250
– – ﹤0.01% 3314
2024
Q4 		$7.7K Sell
250
-206
-45% -$6.23K ﹤0.01% 3204
2024
Q3 		$12.7K Buy
+456
New +$16K ﹤0.01% 2860
2024
Q2 		– Sell
-1,100
Closed -$55.3K – 3655
2024
Q1 		$55.3K Buy
+1,100
New +$51.6K ﹤0.01% 2060
2018
Q4 		– Sell
-396
Closed -$21K – 1352
2018
Q3 		$21K Buy
+396
New +$20.1K ﹤0.01% 1533

Other funds holding HI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $36.7B AUM 74.15% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Steward Partners Investment Advisory's HI Position: Q2 2025 in Review

Steward Partners Investment Advisory sold out of Hillenbrand (HI) in Q2 2025, closing a stake of 250 shares — an estimated $6.04K sold.

Steward Partners Investment Advisory first reported a position in HI in Q3 2018 and held it in 5 quarters. The position peaked at $55.3K in Q1 2024. 259 funds tracked by Wall St. Rank hold HI as of Q2 2025.

  • Steward Partners Investment Advisory reported no remaining Hillenbrand position as of Q2 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 250 Hillenbrand shares in Q2 2025, an estimated $6.04K.
  • Steward Partners Investment Advisory first reported a position in Hillenbrand in Q3 2018 and held it in 5 quarters.
  • Steward Partners Investment Advisory's Hillenbrand position peaked at $55.3K in Q1 2024.
  • 259 funds tracked by Wall St. Rank held Hillenbrand as of Q2 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2025, filed 12 Aug 2025.