HWAM
HNI icon

Hennion & Walsh Asset Management’s HNI Corp HNI Stock Holding History

Hennion & Walsh Asset Management’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 		$259K Sell
6,416
-4,475
-41% -$152K 0.01% 876
2026
Q1 		$364K Sell
10,891
-3,134
-22% -$139K 0.01% 787
2025
Q4 		$590K Sell
14,025
-2,336
-14% -$98.7K 0.02% 663
2025
Q3 		$767K Sell
16,361
-373
-2% -$17.7K 0.03% 577
2025
Q2 		$823K Sell
16,734
-348
-2% -$15.8K 0.03% 537
2025
Q1 		$758K Buy
17,082
+166
+1% +$7.85K 0.03% 536
2024
Q4 		$852K Buy
16,916
+2,980
+21% +$160K 0.04% 502
2024
Q3 		$750K Buy
13,936
+5,226
+60% +$265K 0.04% 521
2024
Q2 		$392K Buy
8,710
+3,285
+61% +$145K 0.02% 665
2024
Q1 		$245K Buy
+5,425
New +$230K 0.01% 750
2023
Q4 		– Sell
-12,130
Closed -$420K – 834
2023
Q3 		$420K Sell
12,130
-5,551
-31% -$171K 0.03% 565
2023
Q2 		$498K Sell
17,681
-525
-3% -$14K 0.03% 507
2023
Q1 		$507K Sell
18,206
-60
-0.3% -$1.78K 0.03% 503
2022
Q4 		$519K Sell
18,266
-1,653
-8% -$47K 0.03% 494
2022
Q3 		$528K Buy
19,919
+159
+0.8% +$5.27K 0.03% 469
2022
Q2 		$685K Buy
19,760
+375
+2% +$13.6K 0.04% 414
2022
Q1 		$718K Buy
19,385
+2,789
+17% +$113K 0.04% 428
2021
Q4 		$698K Buy
+16,596
New +$665K 0.03% 454

Other funds holding HNI

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
CSB
City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return