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Cassaday & Co Wealth Management’s HNI Corp HNI Stock Holding History

Cassaday & Co Wealth Management’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
Q2 		$8.08K Hold
200
– – ﹤0.01% 896
2026
Q1 		$6.68K Buy
+200
New +$8.86K ﹤0.01% 936

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Cassaday & Co Wealth Management's HNI Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its HNI Corp (HNI) position steady in Q2 2026 at 200 shares worth $8.08K. The position accounts for ﹤0.01% of the portfolio, ranked #896.

Cassaday & Co Wealth Management first reported a position in HNI in Q1 2026 and has held it in 2 quarters since. 275 funds tracked by Wall St. Rank hold HNI as of Q2 2026.

  • Cassaday & Co Wealth Management held 200 shares of HNI Corp worth $8.08K as of Q2 2026.
  • Cassaday & Co Wealth Management left its HNI Corp share count unchanged in Q2 2026.
  • HNI Corp made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #896 holding.
  • Cassaday & Co Wealth Management first reported a position in HNI Corp in Q1 2026 and has held it in 2 quarters since.
  • 275 funds tracked by Wall St. Rank held HNI Corp as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.