Intentional Wealth Strategies’s HNI Corp HNI Stock Holding History

Intentional Wealth Strategies’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	–	Sell	-12	Closed	-$401	–	429
2026 Q1	$401	Buy	+12	New	+$531	﹤0.01%	878

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 $3.37T AUM 44.26% 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

Intentional Wealth Strategies's HNI Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of HNI Corp (HNI) in Q2 2026, closing a stake of 12 shares — an estimated $401 sold.

Intentional Wealth Strategies first reported a position in HNI in Q1 2026 and held it in 1 quarter. The position peaked at $401 in Q1 2026. 274 funds tracked by Wall St. Rank hold HNI as of Q2 2026.

Intentional Wealth Strategies reported no remaining HNI Corp position as of Q2 2026 after selling out during the quarter.
Intentional Wealth Strategies sold 12 HNI Corp shares in Q2 2026, an estimated $401.
Intentional Wealth Strategies first reported a position in HNI Corp in Q1 2026 and held it in 1 quarter.
Intentional Wealth Strategies's HNI Corp position peaked at $401 in Q1 2026.
274 funds tracked by Wall St. Rank held HNI Corp as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.