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Clearstead Advisors’s HNI Corp HNI Stock Holding History

Clearstead 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
Q2 		$728 Buy
+18
New +$612 ﹤0.01% 2810
2026
Q1 		– Sell
-1,545
Closed -$65K – 2521
2025
Q4 		$65K Buy
1,545
+1,039
+205% +$43.9K ﹤0.01% 1289
2025
Q3 		$23.7K Buy
+506
New +$24K ﹤0.01% 1568

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

Clearstead Advisors's HNI Position: Q2 2026 in Review

Clearstead Advisors opened a new position in HNI Corp (HNI) in Q2 2026: 18 shares worth $728. The stake represents ﹤0.01% of the portfolio and ranks #2810 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in HNI as recently as Q4 2025.

Clearstead Advisors first reported a position in HNI in Q3 2025 and has held it in 3 quarters since. The position peaked at $65K in Q4 2025. 275 funds tracked by Wall St. Rank hold HNI as of Q2 2026.

  • Clearstead Advisors held 18 shares of HNI Corp worth $728 as of Q2 2026.
  • HNI Corp was a new Clearstead Advisors position in Q2 2026.
  • HNI Corp made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2810 holding.
  • Clearstead Advisors first reported a position in HNI Corp in Q3 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's HNI Corp position peaked at $65K in Q4 2025.
  • 275 funds tracked by Wall St. Rank held HNI Corp as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.