VFA
HI

Valeo Financial Advisors’s Hillenbrand HI Stock Holding History

Valeo Financial Advisors’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
-66,493
Closed -$2.11M – 816
2025
Q4 		$2.11M Sell
66,493
-6,685
-9% -$206K 0.05% 170
2025
Q3 		$1.98M Sell
73,178
-2,371
-3% -$55.6K 0.05% 175
2025
Q2 		$1.52M Buy
75,549
+3,002
+4% +$62.4K 0.04% 207
2025
Q1 		$1.75M Buy
72,547
+260
+0.4% +$7.91K 0.05% 178
2024
Q4 		$2.22M Sell
72,287
-16
-0% -$484 0.06% 139
2024
Q3 		$2.01M Sell
72,303
-3
-0% -$105 0.06% 157
2024
Q2 		$2.89M Buy
72,306
+780
+1% +$35.2K 0.09% 110
2024
Q1 		$3.5M Buy
71,526
+11
+0% +$516 0.13% 92
2023
Q4 		$3.42M Sell
71,515
-6,948
-9% -$285K 0.14% 88
2023
Q3 		$3.32M Buy
78,463
+8,120
+12% +$386K 0.15% 80
2023
Q2 		$3.61M Sell
70,343
-2,995
-4% -$144K 0.16% 82
2023
Q1 		$3.49M Buy
73,338
+3,023
+4% +$139K 0.17% 83
2022
Q4 		$3M Buy
70,315
+117
+0.2% +$5.18K 0.16% 79
2022
Q3 		$2.58M Sell
70,198
-163
-0.2% -$6.86K 0.16% 83
2022
Q2 		$2.88M Sell
70,361
-3,000
-4% -$125K 0.18% 76
2022
Q1 		$3.24M Buy
73,361
+2,975
+4% +$141K 0.16% 84
2021
Q4 		$3.66M Buy
70,386
+163
+0.2% +$7.79K 0.2% 71
2021
Q3 		$3M Hold
70,223
– – 0.17% 84
2021
Q2 		$3.1M Hold
70,223
– – 0.19% 78
2021
Q1 		$3.35M Hold
70,223
– – 0.16% 80
2020
Q4 		$2.79M Hold
70,223
– – 0.14% 80
2020
Q3 		$1.99M Sell
70,223
-3,000
-4% -$88.7K 0.17% 83
2020
Q2 		$1.98M Buy
73,223
+3,100
+4% +$70.4K 0.18% 79
2020
Q1 		$1.44M Sell
70,123
-100
-0.1% -$2.6K 0.15% 94
2019
Q4 		$2.34M Sell
70,223
-101
-0.1% -$3.19K 0.23% 70
2019
Q3 		$2.17M Sell
70,324
-137
-0.2% -$4.34K 0.24% 67
2019
Q2 		$2.79M Buy
70,461
+138
+0.2% +$5.54K 0.32% 50
2019
Q1 		$2.92M Hold
70,323
– – 0.35% 49
2018
Q4 		$2.67M Sell
70,323
-42
-0.1% -$1.92K 0.37% 47
2018
Q3 		$3.37M Buy
70,365
+69,565
+8,696% +$3.53M 0.46% 44
2018
Q2 		$41K Buy
800
+100
+14% +$4.69K 0.01% 579
2018
Q1 		$32K Hold
700
– – 0.01% 592
2017
Q4 		$31K Hold
700
– – 0.01% 574
2017
Q3 		$27K Buy
+700
New +$25.4K 0.01% 517

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

Valeo Financial Advisors's HI Position: Q1 2026 in Review

Valeo Financial Advisors sold out of Hillenbrand (HI) in Q1 2026, closing a stake of 66,493 shares — an estimated $2.11M sold.

Valeo Financial Advisors first reported a position in HI in Q3 2017 and held it in 34 quarters. The position peaked at $3.66M in Q4 2021. 3 funds tracked by Wall St. Rank hold HI as of Q1 2026.

  • Valeo Financial Advisors reported no remaining Hillenbrand position as of Q1 2026 after selling out during the quarter.
  • Valeo Financial Advisors sold 66,493 Hillenbrand shares in Q1 2026, an estimated $2.11M.
  • Valeo Financial Advisors first reported a position in Hillenbrand in Q3 2017 and held it in 34 quarters.
  • Valeo Financial Advisors's Hillenbrand position peaked at $3.66M in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2026.

Based on Valeo Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.