IWA
HNI icon

Icon Wealth Advisors’s HNI Corp HNI Stock Holding History

Icon 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
2025
Q4 		– Sell
-3,368
Closed -$158K – 459
2025
Q3 		$158K Hold
3,368
– – 0.01% 409
2025
Q2 		$166K Hold
3,368
– – 0.01% 404
2025
Q1 		$149K Hold
3,368
– – 0.01% 402
2024
Q4 		$170K Hold
3,368
– – 0.01% 407
2024
Q3 		$181K Buy
+3,368
New +$171K 0.02% 378
2024
Q2 		– Sell
-3,368
Closed -$152K – 465
2024
Q1 		$152K Hold
3,368
– – 0.01% 386
2023
Q4 		$141K Buy
+3,368
New +$128K 0.01% 370

Other funds holding HNI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Icon Wealth Advisors's HNI Position: Q4 2025 in Review

Icon Wealth Advisors sold out of HNI Corp (HNI) in Q4 2025, closing a stake of 3,368 shares — an estimated $158K sold.

Icon Wealth Advisors first reported a position in HNI in Q4 2023 and held it in 7 quarters. The position peaked at $181K in Q3 2024. 305 funds tracked by Wall St. Rank hold HNI as of Q4 2025.

  • Icon Wealth Advisors reported no remaining HNI Corp position as of Q4 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 3,368 HNI Corp shares in Q4 2025, an estimated $158K.
  • Icon Wealth Advisors first reported a position in HNI Corp in Q4 2023 and held it in 7 quarters.
  • Icon Wealth Advisors's HNI Corp position peaked at $181K in Q3 2024.
  • 305 funds tracked by Wall St. Rank held HNI Corp as of Q4 2025.

Based on Icon Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.