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 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%	2460
2023 Q4	$0	Sell	6 -93	-94%	-$3.54K	﹤0.01%	2381
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%	2272
2022 Q4	$1K	Buy	43 +36	+514%	+$1.02K	﹤0.01%	1883
2022 Q3	$0	Sell	7 -13	-65%	-$431	﹤0.01%	2255
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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fifth Third Bancorp

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return