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Avantax Planning Partners’s HNI Corp HNI Stock Holding History

Avantax Planning Partners’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
2025
Q4 		– Sell
-4,337
Closed -$203K – 447
2025
Q3 		$203K Hold
4,337
– – 0.01% 422
2025
Q2 		$213K Buy
+4,337
New +$196K 0.01% 421
2025
Q1 		– Sell
-4,337
Closed -$218K – 444
2024
Q4 		$218K Hold
4,337
– – 0.01% 399
2024
Q3 		$234K Buy
+4,337
New +$220K 0.01% 388
2018
Q4 		– Sell
-4,337
Closed -$192K – 675
2018
Q3 		$192K Buy
+4,337
New +$183K 0.02% 244
2018
Q2 		– Sell
-4,337
Closed -$157K – 759
2018
Q1 		$157K Buy
+4,337
New +$166K 0.01% 332

Other funds holding HNI

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 Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Avantax Planning Partners's HNI Position: Q4 2025 in Review

Avantax Planning Partners sold out of HNI Corp (HNI) in Q4 2025, closing a stake of 4,337 shares — an estimated $203K sold.

Avantax Planning Partners first reported a position in HNI in Q1 2018 and held it in 6 quarters. The position peaked at $234K in Q3 2024. 305 funds tracked by Wall St. Rank hold HNI as of Q4 2025.

  • Avantax Planning Partners reported no remaining HNI Corp position as of Q4 2025 after selling out during the quarter.
  • Avantax Planning Partners sold 4,337 HNI Corp shares in Q4 2025, an estimated $203K.
  • Avantax Planning Partners first reported a position in HNI Corp in Q1 2018 and held it in 6 quarters.
  • Avantax Planning Partners's HNI Corp position peaked at $234K in Q3 2024.
  • 305 funds tracked by Wall St. Rank held HNI Corp as of Q4 2025.

Based on Avantax Planning Partners's 13F filing for Q4 2025, filed 5 Feb 2026.