Guardian Wealth Management (Illinois)’s HNI Corp HNI Stock Holding History

Guardian Wealth Management (Illinois)’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 Q2	–	Sell	-280	Closed	-$12.4K	–	125
2025 Q1	$12.4K	Hold	280	–	–	0.01%	149
2024 Q4	$14.1K	Hold	280	–	–	0.01%	152
2024 Q3	$15.1K	Sell	280 -3	-1%	-$152	0.01%	147
2024 Q2	$12.8K	Sell	283 -95	-25%	-$4.19K	0.01%	150
2024 Q1	$17K	Sell	378 -211	-36%	-$8.95K	0.01%	140
2023 Q4	$24.6K	Buy	589 +1	+0.2%	+$38	0.02%	134
2023 Q3	$20.4K	Buy	588 +2	+0.3%	+$62	0.02%	136
2023 Q2	$16.5K	Buy	586 +2	+0.3%	+$53	0.02%	142
2023 Q1	$16.3K	Buy	584 +307	+111%	+$9.12K	0.02%	142
2022 Q4	$7.89K	Sell	277 -283	-51%	-$8.05K	0.01%	181
2022 Q3	$15K	Sell	560 -89	-14%	-$2.95K	0.02%	146
2022 Q2	$23K	Hold	649	–	–	0.02%	134
2022 Q1	$24K	Buy	649 +5	+0.8%	+$202	0.02%	144
2021 Q4	$27K	Buy	+644	New	+$25.8K	0.03%	136

Other funds holding HNI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s HNI Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of HNI Corp (HNI) in Q2 2025, closing a stake of 280 shares — an estimated $12.4K sold.

Guardian Wealth Management (Illinois) first reported a position in HNI in Q4 2021 and held it in 14 quarters. The position peaked at $27K in Q4 2021. 250 funds tracked by Wall St. Rank hold HNI as of Q2 2025.

Guardian Wealth Management (Illinois) reported no remaining HNI Corp position as of Q2 2025 after selling out during the quarter.
Guardian Wealth Management (Illinois) sold 280 HNI Corp shares in Q2 2025, an estimated $12.4K.
Guardian Wealth Management (Illinois) first reported a position in HNI Corp in Q4 2021 and held it in 14 quarters.
Guardian Wealth Management (Illinois)'s HNI Corp position peaked at $27K in Q4 2021.
250 funds tracked by Wall St. Rank held HNI Corp as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.