Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s HNI Corp HNI Stock Holding History

Carson Wealth (CWM LLC)’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 		$460K Sell
13,778
-2,936
-18% -$130K ﹤0.01% 2078
2025
Q4 		$703K Buy
16,714
+5,512
+49% +$233K ﹤0.01% 1709
2025
Q3 		$525K Buy
11,202
+1,715
+18% +$81.2K ﹤0.01% 1770
2025
Q2 		$467K Buy
9,487
+186
+2% +$8.42K ﹤0.01% 1628
2025
Q1 		$412K Sell
9,301
-84
-0.9% -$3.97K ﹤0.01% 1532
2024
Q4 		$473K Buy
9,385
+2,053
+28% +$110K ﹤0.01% 1399
2024
Q3 		$395K Buy
7,332
+225
+3% +$11.4K ﹤0.01% 1414
2024
Q2 		$320K Buy
7,107
+28
+0.4% +$1.24K ﹤0.01% 1363
2024
Q1 		$319K Hold
7,079
– – ﹤0.01% 1304
2023
Q4 		$296K Sell
7,079
-36
-0.5% -$1.37K ﹤0.01% 1255
2023
Q3 		$246K Hold
7,115
– – ﹤0.01% 1226
2023
Q2 		$201K Buy
7,115
+6,703
+1,627% +$178K ﹤0.01% 1247
2023
Q1 		$11K Buy
412
+40
+11% +$1.19K ﹤0.01% 2891
2022
Q4 		$11K Buy
372
+116
+45% +$3.3K ﹤0.01% 2751
2022
Q3 		$7K Buy
+256
New +$8.49K ﹤0.01% 2896
2022
Q2 		– Sell
-79
Closed -$3K – 3921
2022
Q1 		$3K Sell
79
-315
-80% -$12.7K ﹤0.01% 3036
2021
Q4 		$17K Buy
+394
New +$15.8K ﹤0.01% 2074
2021
Q2 		$13K Hold
297
– – ﹤0.01% 1989
2021
Q1 		$13K Hold
297
– – ﹤0.01% 1989
2020
Q4 		$13K Hold
297
– – ﹤0.01% 1989
2020
Q3 		$13K Hold
297
– – ﹤0.01% 1989
2020
Q2 		$13K Hold
297
– – ﹤0.01% 1988
2020
Q1 		$13K Hold
297
– – ﹤0.01% 1988
2019
Q4 		$13K Hold
297
– – ﹤0.01% 1988
2019
Q3 		$13K Hold
297
– – ﹤0.01% 1988
2019
Q2 		$13K Hold
297
– – ﹤0.01% 1988
2019
Q1 		$13K Buy
297
+285
+2,375% +$11K ﹤0.01% 1988
2018
Q4 		$0 Buy
+12
New +$455 ﹤0.01% 2161

Other funds holding HNI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Carson Wealth (CWM LLC)'s HNI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its HNI Corp (HNI) stake by 18% in Q1 2026, selling an estimated $130K and leaving 13,778 shares worth $460K. The position accounts for ﹤0.01% of the portfolio, ranked #2078.

Carson Wealth (CWM LLC) first reported a position in HNI in Q4 2018 and has held it in 28 quarters since. The position peaked at $703K in Q4 2025. 283 funds tracked by Wall St. Rank hold HNI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 13,778 shares of HNI Corp worth $460K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 2,936 HNI Corp shares in Q1 2026, an estimated $130K.
  • HNI Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2078 holding.
  • Carson Wealth (CWM LLC) first reported a position in HNI Corp in Q4 2018 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s HNI Corp position peaked at $703K in Q4 2025.
  • 283 funds tracked by Wall St. Rank held HNI Corp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.