VCA
HI

Verdence Capital Advisors’s Hillenbrand HI Stock Holding History

Verdence Capital 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
2025
Q2 		– Sell
-8,989
Closed -$217K – 688
2025
Q1 		$217K Buy
8,989
+1,905
+27% +$58K 0.02% 610
2024
Q4 		$218K Buy
+7,084
New +$214K 0.02% 591
2024
Q3 		– Sell
-6,947
Closed -$278K – 646
2024
Q2 		$278K Buy
6,947
+73
+1% +$3.29K 0.02% 499
2024
Q1 		$346K Buy
6,874
+85
+1% +$3.98K 0.03% 436
2023
Q4 		$325K Buy
+6,789
New +$278K 0.03% 438

Other funds holding HI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Verdence Capital Advisors's HI Position: Q2 2025 in Review

Verdence Capital Advisors sold out of Hillenbrand (HI) in Q2 2025, closing a stake of 8,989 shares — an estimated $217K sold.

Verdence Capital Advisors first reported a position in HI in Q4 2023 and held it in 5 quarters. The position peaked at $346K in Q1 2024. 259 funds tracked by Wall St. Rank hold HI as of Q2 2025.

  • Verdence Capital Advisors reported no remaining Hillenbrand position as of Q2 2025 after selling out during the quarter.
  • Verdence Capital Advisors sold 8,989 Hillenbrand shares in Q2 2025, an estimated $217K.
  • Verdence Capital Advisors first reported a position in Hillenbrand in Q4 2023 and held it in 5 quarters.
  • Verdence Capital Advisors's Hillenbrand position peaked at $346K in Q1 2024.
  • 259 funds tracked by Wall St. Rank held Hillenbrand as of Q2 2025.

Based on Verdence Capital Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.