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Diversified Trust’s HNI Corp HNI Stock Holding History

Diversified Trust’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
2025
Q4 		– Sell
-6,009
Closed -$282K – 1063
2025
Q3 		$282K Sell
6,009
-3,423
-36% -$162K 0.01% 822
2025
Q2 		$464K Sell
9,432
-15
-0.2% -$679 0.01% 615
2025
Q1 		$419K Buy
9,447
+794
+9% +$37.6K 0.01% 628
2024
Q4 		$436K Buy
8,653
+3,623
+72% +$194K 0.01% 631
2024
Q3 		$271K Buy
+5,030
New +$255K 0.01% 754
2021
Q4 		– Sell
-15,261
Closed -$560K – 865
2021
Q3 		$560K Sell
15,261
-1
-0% -$39 0.02% 370
2021
Q2 		$671K Buy
+15,262
New +$661K 0.02% 313

Other funds holding HNI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Northern Trust
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Diversified Trust's HNI Position: Q4 2025 in Review

Diversified Trust sold out of HNI Corp (HNI) in Q4 2025, closing a stake of 6,009 shares — an estimated $282K sold.

Diversified Trust first reported a position in HNI in Q2 2021 and held it in 7 quarters. The position peaked at $671K in Q2 2021. 304 funds tracked by Wall St. Rank hold HNI as of Q4 2025.

  • Diversified Trust reported no remaining HNI Corp position as of Q4 2025 after selling out during the quarter.
  • Diversified Trust sold 6,009 HNI Corp shares in Q4 2025, an estimated $282K.
  • Diversified Trust first reported a position in HNI Corp in Q2 2021 and held it in 7 quarters.
  • Diversified Trust's HNI Corp position peaked at $671K in Q2 2021.
  • 304 funds tracked by Wall St. Rank held HNI Corp as of Q4 2025.

Based on Diversified Trust's 13F filing for Q4 2025, filed 9 Jan 2026.