EverSource Wealth Advisors’s HNI Corp HNI Stock Holding History

EverSource Wealth 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	$18.5K	Buy	457 +51	+13%	+$1.74K	﹤0.01%	2497
2026 Q1	$13.6K	Sell	406 -130	-24%	-$5.76K	﹤0.01%	2750
2025 Q4	$22.5K	Buy	536 +123	+30%	+$5.2K	﹤0.01%	2307
2025 Q3	$19.3K	Sell	413 -54	-12%	-$2.56K	﹤0.01%	2382
2025 Q2	$23K	Buy	467 +420	+894%	+$19K	﹤0.01%	2192
2025 Q1	$2.08K	Buy	47 +21	+81%	+$993	﹤0.01%	2910
2024 Q4	$1.31K	Buy	26 +14	+117%	+$751	﹤0.01%	2878
2024 Q3	$646	Buy	+12	New	+$609	﹤0.01%	2813
2022 Q3	–	Sell	-471	Closed	-$17K	–	2029
2022 Q2	$17K	Buy	471 +320	+212%	+$11.6K	﹤0.01%	872
2022 Q1	$6K	Hold	151	–	–	﹤0.01%	1179
2021 Q4	$6K	Buy	+151	New	+$6.05K	﹤0.01%	1180

Other funds holding HNI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

EverSource Wealth Advisors's HNI Position: Q2 2026 in Review

EverSource Wealth Advisors increased its HNI Corp (HNI) stake by 13% in Q2 2026, buying an estimated $1.74K and bringing the position to 457 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2497.

EverSource Wealth Advisors first reported a position in HNI in Q4 2021 and has held it in 11 quarters since. The position peaked at $23K in Q2 2025. 274 funds tracked by Wall St. Rank hold HNI as of Q2 2026.

EverSource Wealth Advisors held 457 shares of HNI Corp worth $18.5K as of Q2 2026.
EverSource Wealth Advisors bought 51 HNI Corp shares in Q2 2026, an estimated $1.74K.
HNI Corp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2497 holding.
EverSource Wealth Advisors first reported a position in HNI Corp in Q4 2021 and has held it in 11 quarters since.
EverSource Wealth Advisors's HNI Corp position peaked at $23K in Q2 2025.
274 funds tracked by Wall St. Rank held HNI Corp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.