TPWM
HI

Twelve Points Wealth Management’s Hillenbrand HI Stock Holding History

Twelve Points Wealth Management’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
-47,576
Closed -$1.51M – 205
2025
Q4 		$1.51M Sell
47,576
-36,618
-43% -$1.13M 0.34% 62
2025
Q3 		$2.28M Sell
84,194
-4,641
-5% -$109K 0.57% 39
2025
Q2 		$1.78M Buy
88,835
+15,206
+21% +$316K 0.48% 52
2025
Q1 		$1.78M Buy
73,629
+28,422
+63% +$865K 0.48% 49
2024
Q4 		$1.39M Buy
45,207
+4,248
+10% +$128K 0.4% 60
2024
Q3 		$1.14M Buy
40,959
+9,913
+32% +$348K 0.36% 66
2024
Q2 		$1.24M Buy
31,046
+3,610
+13% +$163K 0.44% 54
2024
Q1 		$1.38M Buy
27,436
+1,334
+5% +$62.5K 0.51% 50
2023
Q4 		$1.25M Buy
26,102
+2,737
+12% +$112K 0.59% 51
2023
Q3 		$989K Buy
23,365
+1,766
+8% +$84K 0.49% 60
2023
Q2 		$1.11M Buy
21,599
+1,279
+6% +$61.6K 0.59% 55
2023
Q1 		$966K Buy
20,320
+3,947
+24% +$181K 0.55% 54
2022
Q4 		$699K Sell
16,373
-5,812
-26% -$257K 0.48% 62
2022
Q3 		$815K Buy
22,185
+1,549
+8% +$65.2K 0.63% 45
2022
Q2 		$845K Buy
20,636
+5,425
+36% +$227K 0.65% 49
2022
Q1 		$672K Buy
15,211
+5,976
+65% +$283K 0.5% 74
2021
Q4 		$480K Buy
+9,235
New +$441K 0.39% 86

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

Twelve Points Wealth Management's HI Position: Q1 2026 in Review

Twelve Points Wealth Management sold out of Hillenbrand (HI) in Q1 2026, closing a stake of 47,576 shares — an estimated $1.51M sold.

Twelve Points Wealth Management first reported a position in HI in Q4 2021 and held it in 17 quarters. The position peaked at $2.28M in Q3 2025. 3 funds tracked by Wall St. Rank hold HI as of Q1 2026.

  • Twelve Points Wealth Management reported no remaining Hillenbrand position as of Q1 2026 after selling out during the quarter.
  • Twelve Points Wealth Management sold 47,576 Hillenbrand shares in Q1 2026, an estimated $1.51M.
  • Twelve Points Wealth Management first reported a position in Hillenbrand in Q4 2021 and held it in 17 quarters.
  • Twelve Points Wealth Management's Hillenbrand position peaked at $2.28M in Q3 2025.
  • 3 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2026.

Based on Twelve Points Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.