True Wealth Design’s Hillenbrand HI Stock Holding History

True Wealth Design’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	-313	Closed	-$9.93K	–	2764
2025 Q4	$9.93K	Buy	313 +9	+3%	+$277	﹤0.01%	869
2025 Q3	$8.22K	Buy	304 +22	+8%	+$516	﹤0.01%	903
2025 Q2	$5.66K	Buy	282 +171	+154%	+$3.56K	﹤0.01%	760
2025 Q1	$2.68K	Buy	+111	New	+$3.38K	﹤0.01%	906

Other funds holding HI

HORAN Wealth Cincinnati, Ohio $1.23B AUM 24.17% 1-Year Est. Return

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

True Wealth Design's HI Position: Q1 2026 in Review

True Wealth Design sold out of Hillenbrand (HI) in Q1 2026, closing a stake of 313 shares — an estimated $9.93K sold.

True Wealth Design first reported a position in HI in Q1 2025 and held it in 4 quarters. The position peaked at $9.93K in Q4 2025. 3 funds tracked by Wall St. Rank hold HI as of Q1 2026.

True Wealth Design reported no remaining Hillenbrand position as of Q1 2026 after selling out during the quarter.
True Wealth Design sold 313 Hillenbrand shares in Q1 2026, an estimated $9.93K.
True Wealth Design first reported a position in Hillenbrand in Q1 2025 and held it in 4 quarters.
True Wealth Design's Hillenbrand position peaked at $9.93K in Q4 2025.
3 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2026.

Based on True Wealth Design's 13F filing for Q1 2026, filed 13 Apr 2026.