Acumen Wealth Advisors’s HNI Corp HNI Stock Holding History

Acumen Wealth Advisors’s Portfolio HNI Stock Details HNI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-237	Closed	-$9.96K	–	508
2025 Q4	$9.96K	Buy	+237	New	+$10K	﹤0.01%	301

Other funds holding HNI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Acumen Wealth Advisors's HNI Position: Q1 2026 in Review

Acumen Wealth Advisors sold out of HNI Corp (HNI) in Q1 2026, closing a stake of 237 shares — an estimated $9.96K sold.

Acumen Wealth Advisors first reported a position in HNI in Q4 2025 and held it in 1 quarter. The position peaked at $9.96K in Q4 2025. 283 funds tracked by Wall St. Rank hold HNI as of Q1 2026.

Acumen Wealth Advisors reported no remaining HNI Corp position as of Q1 2026 after selling out during the quarter.
Acumen Wealth Advisors sold 237 HNI Corp shares in Q1 2026, an estimated $9.96K.
Acumen Wealth Advisors first reported a position in HNI Corp in Q4 2025 and held it in 1 quarter.
Acumen Wealth Advisors's HNI Corp position peaked at $9.96K in Q4 2025.
283 funds tracked by Wall St. Rank held HNI Corp as of Q1 2026.

Based on Acumen Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.