V
HI

ViaWealth’s Hillenbrand HI Stock Holding History

ViaWealth’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
Q4 		– Sell
-11,900
Closed -$322K – 156
2025
Q3 		$322K Buy
11,900
+1,227
+11% +$28.8K 0.18% 133
2025
Q2 		$214K Sell
10,673
-3,440
-24% -$71.6K 0.13% 141
2025
Q1 		$341K Hold
14,113
– – 0.21% 124
2024
Q4 		$434K Sell
14,113
-558
-4% -$16.9K 0.26% 111
2024
Q3 		$408K Buy
14,671
+2,975
+25% +$105K 0.24% 116
2024
Q2 		$468K Hold
11,696
– – 0.29% 104
2024
Q1 		$588K Buy
11,696
+2,139
+22% +$100K 0.37% 87
2023
Q4 		$457K Hold
9,557
– – 0.31% 102
2023
Q3 		$404K Hold
9,557
– – 0.3% 111
2023
Q2 		$490K Hold
9,557
– – 0.37% 95
2023
Q1 		$454K Hold
9,557
– – 0.36% 98
2022
Q4 		$423K Buy
+9,557
New +$423K 0.35% 102

Other funds holding HI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return

ViaWealth's HI Position: Q4 2025 in Review

ViaWealth sold out of Hillenbrand (HI) in Q4 2025, closing a stake of 11,900 shares — an estimated $322K sold.

ViaWealth first reported a position in HI in Q4 2022 and held it in 12 quarters. The position peaked at $588K in Q1 2024. 293 funds tracked by Wall St. Rank hold HI as of Q4 2025.

  • ViaWealth reported no remaining Hillenbrand position as of Q4 2025 after selling out during the quarter.
  • ViaWealth sold 11,900 Hillenbrand shares in Q4 2025, an estimated $322K.
  • ViaWealth first reported a position in Hillenbrand in Q4 2022 and held it in 12 quarters.
  • ViaWealth's Hillenbrand position peaked at $588K in Q1 2024.
  • 293 funds tracked by Wall St. Rank held Hillenbrand as of Q4 2025.

Based on ViaWealth's 13F filing for Q4 2025, filed 10 Feb 2026.