Wealth Enhancement Advisory Services’s Hillenbrand HI Stock Holding History

Wealth Enhancement Advisory Services’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	-6,930	Closed	-$221K	–	3724
2025 Q4	$221K	Sell	6,930 -1,787	-21%	-$55.1K	﹤0.01%	3193
2025 Q3	$227K	Buy	+8,717	New	+$205K	﹤0.01%	3015
2025 Q1	–	Sell	-8,139	Closed	-$251K	–	3042
2024 Q4	$251K	Buy	+8,139	New	+$246K	﹤0.01%	2524
2024 Q3	–	Sell	-5,916	Closed	-$237K	–	2852
2024 Q2	$237K	Sell	5,916 -1,323	-18%	-$59.7K	﹤0.01%	2162
2024 Q1	$364K	Sell	7,239 -1,569	-18%	-$73.6K	﹤0.01%	1791
2023 Q4	$421K	Sell	8,808 -194	-2%	-$7.95K	﹤0.01%	1619
2023 Q3	$381K	Buy	+9,002	New	+$428K	﹤0.01%	1593

Other funds holding HI

HORAN Wealth Cincinnati, Ohio $1.23B AUM 24.17% 1-Year Est. Return

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

Wealth Enhancement Advisory Services's HI Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of Hillenbrand (HI) in Q1 2026, closing a stake of 6,930 shares — an estimated $221K sold.

Wealth Enhancement Advisory Services first reported a position in HI in Q3 2023 and held it in 7 quarters. The position peaked at $421K in Q4 2023. 3 funds tracked by Wall St. Rank hold HI as of Q1 2026.

Wealth Enhancement Advisory Services reported no remaining Hillenbrand position as of Q1 2026 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 6,930 Hillenbrand shares in Q1 2026, an estimated $221K.
Wealth Enhancement Advisory Services first reported a position in Hillenbrand in Q3 2023 and held it in 7 quarters.
Wealth Enhancement Advisory Services's Hillenbrand position peaked at $421K in Q4 2023.
3 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.