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High Note Wealth’s HNI Corp HNI Stock Holding History

High Note Wealth’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 		$687 Sell
17
-132
-89% -$4.49K ﹤0.01% 910
2026
Q1 		$4.97K Sell
149
-150
-50% -$6.64K ﹤0.01% 542
2025
Q4 		$12.6K Sell
299
-78
-21% -$3.29K ﹤0.01% 310
2025
Q3 		$17.7K Hold
377
– – ﹤0.01% 263
2025
Q2 		$18.5K Hold
377
– – ﹤0.01% 247
2025
Q1 		$16.7K Hold
377
– – ﹤0.01% 247
2024
Q4 		$19K Buy
+377
New +$20.2K ﹤0.01% 238

Other funds holding HNI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

High Note Wealth's HNI Position: Q2 2026 in Review

High Note Wealth reduced its HNI Corp (HNI) stake by 89% in Q2 2026, selling an estimated $4.49K and leaving 17 shares worth $687. The position accounts for ﹤0.01% of the portfolio, ranked #910.

High Note Wealth first reported a position in HNI in Q4 2024 and has held it in 7 quarters since. The position peaked at $19K in Q4 2024. 275 funds tracked by Wall St. Rank hold HNI as of Q2 2026.

  • High Note Wealth held 17 shares of HNI Corp worth $687 as of Q2 2026.
  • High Note Wealth sold 132 HNI Corp shares in Q2 2026, an estimated $4.49K.
  • HNI Corp made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #910 holding.
  • High Note Wealth first reported a position in HNI Corp in Q4 2024 and has held it in 7 quarters since.
  • High Note Wealth's HNI Corp position peaked at $19K in Q4 2024.
  • 275 funds tracked by Wall St. Rank held HNI Corp as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.