SPI
HI

Strategic Planning Inc’s Hillenbrand HI Stock Holding History

Strategic Planning Inc’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
-18,530
Closed -$588K – 59
2025
Q4 		$588K Buy
18,530
+131
+0.7% +$4.04K 0.32% 33
2025
Q3 		$497K Buy
18,399
+151
+0.8% +$3.54K 0.29% 34
2025
Q2 		$366K Buy
18,248
+201
+1% +$4.18K 0.22% 42
2025
Q1 		$436K Buy
+18,047
New +$549K 0.25% 41

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

Strategic Planning Inc's HI Position: Q1 2026 in Review

Strategic Planning Inc sold out of Hillenbrand (HI) in Q1 2026, closing a stake of 18,530 shares — an estimated $588K sold.

Strategic Planning Inc first reported a position in HI in Q1 2025 and held it in 4 quarters. The position peaked at $588K in Q4 2025. 3 funds tracked by Wall St. Rank hold HI as of Q1 2026.

  • Strategic Planning Inc reported no remaining Hillenbrand position as of Q1 2026 after selling out during the quarter.
  • Strategic Planning Inc sold 18,530 Hillenbrand shares in Q1 2026, an estimated $588K.
  • Strategic Planning Inc first reported a position in Hillenbrand in Q1 2025 and held it in 4 quarters.
  • Strategic Planning Inc's Hillenbrand position peaked at $588K in Q4 2025.
  • 3 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2026.

Based on Strategic Planning Inc's 13F filing for Q1 2026, filed 18 May 2026.