Covestor
HNI icon

Covestor’s HNI Corp HNI Stock Holding History

Covestor’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
Q3 		$49K Sell
1,092
-345
-24% -$15.8K 0.03% 743
2026
Q2 		$58K Sell
1,437
-1,227
-46% -$41.7K 0.03% 711
2026
Q1 		$89K Buy
2,664
+2,652
+22,100% +$117K 0.06% 346
2025
Q4 		$1K Sell
12
-174
-94% -$7.35K ﹤0.01% 2073
2025
Q3 		$9K Sell
186
-10
-5% -$474 0.01% 1661
2025
Q2 		$9K Buy
196
+14
+8% +$634 0.01% 1634
2025
Q1 		$8K Sell
182
-601
-77% -$28.4K 0.01% 1622
2024
Q4 		$40K Buy
783
+44
+6% +$2.36K 0.03% 937
2024
Q3 		$40K Buy
739
+508
+220% +$25.8K 0.03% 952
2024
Q2 		$10K Buy
231
+227
+5,675% +$10K 0.01% 1536
2024
Q1 		$0 Sell
4
-2
-33% -$85 ﹤0.01% 2448
2023
Q4 		$0 Sell
6
-93
-94% -$3.54K ﹤0.01% 2368
2023
Q3 		$3K Sell
99
-251
-72% -$7.73K ﹤0.01% 1764
2023
Q2 		$9K Buy
350
+342
+4,275% +$9.09K 0.01% 1504
2023
Q1 		$0 Sell
8
-35
-81% -$1.04K ﹤0.01% 2261
2022
Q4 		$1K Buy
43
+36
+514% +$1.02K ﹤0.01% 1883
2022
Q3 		$0 Sell
7
-13
-65% -$431 ﹤0.01% 2247
2022
Q2 		$1K Sell
20
-4
-17% -$145 ﹤0.01% 1742
2022
Q1 		$1K Sell
24
-78
-76% -$3.15K ﹤0.01% 1841
2021
Q4 		$4K Buy
+102
New +$4.09K 0.01% 1392

Other funds holding HNI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

Covestor's HNI Position: Q3 2026 in Review

Covestor reduced its HNI Corp (HNI) stake by 24% in Q3 2026, selling an estimated $15.8K and leaving 1,092 shares worth $49K. The position accounts for 0.03% of the portfolio, ranked #743.

Covestor first reported a position in HNI in Q4 2021 and has held it in 20 quarters since. The position peaked at $89K in Q1 2026. 171 funds tracked by Wall St. Rank hold HNI as of Q3 2026.

  • Covestor held 1,092 shares of HNI Corp worth $49K as of Q3 2026.
  • Covestor sold 345 HNI Corp shares in Q3 2026, an estimated $15.8K.
  • HNI Corp made up 0.03% of Covestor's portfolio in Q3 2026, its #743 holding.
  • Covestor first reported a position in HNI Corp in Q4 2021 and has held it in 20 quarters since.
  • Covestor's HNI Corp position peaked at $89K in Q1 2026.
  • 171 funds tracked by Wall St. Rank held HNI Corp as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.