UBS AM
HI

UBS AM’s Hillenbrand HI Stock Holding History

UBS AM’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
-174,478
Closed -$5.53M – 3834
2025
Q4 		$5.53M Buy
174,478
+7,269
+4% +$224K ﹤0.01% 1414
2025
Q3 		$4.52M Sell
167,209
-86,138
-34% -$2.02M ﹤0.01% 1417
2025
Q2 		$5.08M Buy
253,347
+64,500
+34% +$1.34M ﹤0.01% 1696
2025
Q1 		$4.56M Buy
188,847
+8,081
+4% +$246K ﹤0.01% 1620
2024
Q4 		$5.56M Buy
180,766
+12,124
+7% +$366K ﹤0.01% 1553
2024
Q3 		$4.69M Sell
168,642
-2,146
-1% -$75.4K ﹤0.01% 1609
2024
Q2 		$6.83M Buy
170,788
+94,220
+123% +$4.25M ﹤0.01% 1322
2024
Q1 		$3.85M Sell
76,568
-923
-1% -$43.3K ﹤0.01% 1373
2023
Q4 		$3.71M Hold
77,491
– – ﹤0.01% 1397
2023
Q3 		$3.28M Sell
77,491
-1,857
-2% -$88.3K ﹤0.01% 1390
2023
Q2 		$3.77M Hold
79,348
– – ﹤0.01% 1358
2023
Q1 		$3.77M Sell
79,348
-5,494
-6% -$252K ﹤0.01% 1358
2022
Q4 		$3.62M Sell
84,842
-1,629
-2% -$72.1K ﹤0.01% 1279
2022
Q3 		$3.18M Sell
86,471
-14,828
-15% -$624K ﹤0.01% 1361
2022
Q2 		$4.15M Sell
101,299
-4,091
-4% -$171K ﹤0.01% 1277
2022
Q1 		$4.66M Buy
105,390
+2,994
+3% +$142K ﹤0.01% 1384
2021
Q4 		$5.32M Sell
102,396
-2,413
-2% -$115K ﹤0.01% 1387
2021
Q3 		$4.47M Buy
104,809
+8,081
+8% +$355K ﹤0.01% 1399
2021
Q2 		$4.26M Buy
96,728
+1,075
+1% +$50.1K ﹤0.01% 1448
2021
Q1 		$4.56M Buy
95,653
+5,107
+6% +$234K ﹤0.01% 1379
2020
Q4 		$3.6M Sell
90,546
-11,575
-11% -$400K ﹤0.01% 1433
2020
Q3 		$2.9M Buy
102,121
+9,141
+10% +$270K ﹤0.01% 1386
2020
Q2 		$2.52M Sell
92,980
-4,676
-5% -$106K ﹤0.01% 1427
2020
Q1 		$1.87M Buy
97,656
+9,938
+11% +$258K ﹤0.01% 1437
2019
Q4 		$2.92M Buy
87,718
+16,903
+24% +$534K ﹤0.01% 1437
2019
Q3 		$2.19M Buy
70,815
+12,205
+21% +$387K ﹤0.01% 1577
2019
Q2 		$2.32M Buy
58,610
+5,176
+10% +$208K ﹤0.01% 1519
2019
Q1 		$2.22M Buy
53,434
+5,856
+12% +$247K ﹤0.01% 1465
2018
Q4 		$1.8M Buy
47,578
+1,286
+3% +$58.7K ﹤0.01% 1473
2018
Q3 		$2.42M Buy
46,292
+1,345
+3% +$68.3K ﹤0.01% 1426
2018
Q2 		$2.12M Sell
44,947
-1,702
-4% -$79.8K ﹤0.01% 1483
2018
Q1 		$2.14M Buy
46,649
+5,570
+14% +$251K ﹤0.01% 1435
2017
Q4 		$1.84M Buy
41,079
+494
+1% +$20.7K ﹤0.01% 1470
2017
Q3 		$1.58M Buy
40,585
+2,272
+6% +$82.5K ﹤0.01% 1502
2017
Q2 		$1.38M Buy
38,313
+3,591
+10% +$131K ﹤0.01% 1519
2017
Q1 		$1.24M Buy
34,722
+10,525
+43% +$388K ﹤0.01% 1551
2016
Q4 		$928K Sell
24,197
-20,601
-46% -$696K ﹤0.01% 1584
2016
Q3 		$1.42M Buy
44,798
+6,571
+17% +$208K ﹤0.01% 1518
2016
Q2 		$1.15M Buy
38,227
+736
+2% +$22.3K ﹤0.01% 1587
2016
Q1 		$1.12M Sell
37,491
-57,212
-60% -$1.58M ﹤0.01% 1590
2015
Q4 		$2.81M Sell
94,703
-421
-0.4% -$12.4K ﹤0.01% 1285
2015
Q3 		$2.47M Buy
95,124
+15,711
+20% +$435K ﹤0.01% 1330
2015
Q2 		$2.44M Sell
79,413
-6,729
-8% -$208K ﹤0.01% 1323
2015
Q1 		$2.66M Buy
86,142
+15,409
+22% +$484K ﹤0.01% 1247
2014
Q4 		$2.44M Sell
70,733
-10,066
-12% -$328K ﹤0.01% 1245
2014
Q3 		$2.5M Sell
80,799
-478
-0.6% -$15.3K ﹤0.01% 1235
2014
Q2 		$2.65M Sell
81,277
-244
-0.3% -$7.53K ﹤0.01% 1216
2014
Q1 		$2.63M Sell
81,521
-498
-0.6% -$14.7K ﹤0.01% 1218
2013
Q4 		$2.41M Sell
82,019
-903
-1% -$25.7K ﹤0.01% 1206
2013
Q3 		$2.27M Buy
82,922
+61,724
+291% +$1.56M ﹤0.01% 1210
2013
Q2 		$503K Buy
+21,198
New +$514K ﹤0.01% 1710

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

UBS AM's HI Position: Q1 2026 in Review

UBS AM sold out of Hillenbrand (HI) in Q1 2026, closing a stake of 174,478 shares — an estimated $5.53M sold.

UBS AM first reported a position in HI in Q2 2013 and held it in 51 quarters. The position peaked at $6.83M in Q2 2024. 3 funds tracked by Wall St. Rank hold HI as of Q1 2026.

  • UBS AM reported no remaining Hillenbrand position as of Q1 2026 after selling out during the quarter.
  • UBS AM sold 174,478 Hillenbrand shares in Q1 2026, an estimated $5.53M.
  • UBS AM first reported a position in Hillenbrand in Q2 2013 and held it in 51 quarters.
  • UBS AM's Hillenbrand position peaked at $6.83M in Q2 2024.
  • 3 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.