Creative Planning’s HNI Corp HNI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.42M | Sell |
42,500
-14,333
| -25% | -$635K | ﹤0.01% | 2179 |
|
|
2025
Q4 | $2.39M | Buy |
56,833
+37,979
| +201% | +$1.6M | ﹤0.01% | 1585 |
|
|
2025
Q3 | $883K | Buy |
18,854
+11,015
| +141% | +$522K | ﹤0.01% | 2220 |
|
|
2025
Q2 | $386K | Buy |
7,839
+183
| +2% | +$8.29K | ﹤0.01% | 2689 |
|
|
2025
Q1 | $340K | Buy |
7,656
+1,028
| +16% | +$48.6K | ﹤0.01% | 2638 |
|
|
2024
Q4 | $334K | Sell |
6,628
-1,800
| -21% | -$96.6K | ﹤0.01% | 2571 |
|
|
2024
Q3 | $454K | Buy |
+8,428
| New | +$428K | ﹤0.01% | 2191 |
|
|
2021
Q2 | – | Sell |
-10,000
| Closed | -$396K | – | 2294 |
|
|
2021
Q1 | $396K | Sell |
10,000
-10
| -0.1% | -$367 | ﹤0.01% | 1596 |
|
|
2020
Q4 | $345K | Hold |
10,010
| – | – | ﹤0.01% | 1533 |
|
|
2020
Q3 | $314K | Buy |
10,010
+10
| +0.1% | +$308 | ﹤0.01% | 1397 |
|
|
2020
Q2 | $306K | Sell |
10,000
-3,000
| -23% | -$76.4K | ﹤0.01% | 1288 |
|
|
2020
Q1 | $327K | Buy |
13,000
+3,000
| +30% | +$99.6K | ﹤0.01% | 1144 |
|
|
2019
Q4 | $375K | Hold |
10,000
| – | – | ﹤0.01% | 1265 |
|
|
2019
Q3 | $355K | Buy |
10,000
+4,000
| +67% | +$133K | ﹤0.01% | 1262 |
|
|
2019
Q2 | $212K | Hold |
6,000
| – | – | ﹤0.01% | 1584 |
|
|
2019
Q1 | $218K | Hold |
6,000
| – | – | ﹤0.01% | 1525 |
|
|
2018
Q4 | $213K | Hold |
6,000
| – | – | ﹤0.01% | 1447 |
|
|
2018
Q3 | $265K | Sell |
6,000
-92
| -2% | -$3.88K | ﹤0.01% | 1482 |
|
|
2018
Q2 | $227K | Buy |
+6,092
| New | +$223K | ﹤0.01% | 1555 |
|
|
2017
Q3 | – | Sell |
-600
| Closed | -$24K | – | 2688 |
|
|
2017
Q2 | $24K | Hold |
600
| – | – | ﹤0.01% | 3051 |
|
|
2017
Q1 | $28K | Sell |
600
-100
| -14% | -$4.81K | ﹤0.01% | 2887 |
|
|
2016
Q4 | $39K | Hold |
700
| – | – | ﹤0.01% | 2584 |
|
|
2016
Q3 | $28K | Sell |
700
-3,000
| -81% | -$152K | ﹤0.01% | 2796 |
|
|
2016
Q2 | $172K | Hold |
3,700
| – | – | ﹤0.01% | 1325 |
|
|
2016
Q1 | $145K | Hold |
3,700
| – | – | ﹤0.01% | 1395 |
|
|
2015
Q4 | $133K | Buy |
3,700
+600
| +19% | +$25.4K | ﹤0.01% | 1469 |
|
|
2015
Q3 | $133K | Buy |
+3,100
| New | +$148K | ﹤0.01% | 1420 |
|
|
2015
Q2 | – | Sell |
-3,000
| Closed | -$166K | – | 1902 |
|
|
2015
Q1 | $166K | Hold |
3,000
| – | – | ﹤0.01% | 1290 |
|
|
2014
Q4 | $153K | Hold |
3,000
| – | – | ﹤0.01% | 1300 |
|
|
2014
Q3 | $108K | Hold |
3,000
| – | – | ﹤0.01% | 1421 |
|
|
2014
Q2 | $117K | Hold |
3,000
| – | – | ﹤0.01% | 1339 |
|
|
2014
Q1 | $110K | Hold |
3,000
| – | – | ﹤0.01% | 1351 |
|
|
2013
Q4 | $116K | Buy |
3,000
+1,000
| +50% | +$38K | ﹤0.01% | 1119 |
|
|
2013
Q3 | $72K | Hold |
2,000
| – | – | ﹤0.01% | 1310 |
|
|
2013
Q2 | $72K | Buy |
+2,000
| New | +$70.1K | ﹤0.01% | 1171 |
|
Other funds holding HNI
VPM
VCM
Creative Planning's HNI Position: Q1 2026 in Review
Creative Planning reduced its HNI Corp (HNI) stake by 25% in Q1 2026, selling an estimated $635K and leaving 42,500 shares worth $1.42M. The position accounts for ﹤0.01% of the portfolio, ranked #2179.
Creative Planning first reported a position in HNI in Q2 2013 and has held it in 35 quarters since. The position peaked at $2.39M in Q4 2025. 282 funds tracked by Wall St. Rank hold HNI as of Q1 2026.
- Creative Planning held 42,500 shares of HNI Corp worth $1.42M as of Q1 2026.
- Creative Planning sold 14,333 HNI Corp shares in Q1 2026, an estimated $635K.
- HNI Corp made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2179 holding.
- Creative Planning first reported a position in HNI Corp in Q2 2013 and has held it in 35 quarters since.
- Creative Planning's HNI Corp position peaked at $2.39M in Q4 2025.
- 282 funds tracked by Wall St. Rank held HNI Corp as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.