Orion Portfolio Solutions’s HNI Corp HNI Stock Holding History

Orion Portfolio Solutions’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 Q1	$640K	Sell	14,440 -212	-1%	-$10K	0.01%	1290
2024 Q4	$738K	Sell	14,652 -604	-4%	-$32.4K	0.01%	1201
2024 Q3	$821K	Sell	15,256 -53,979	-78%	-$2.74M	0.01%	1143
2024 Q2	$3.12M	Sell	69,235 -3,122	-4%	-$138K	0.03%	462
2024 Q1	$3.27M	Sell	72,357 -25,591	-26%	-$1.09M	0.04%	446
2023 Q4	$4.01M	Sell	97,948 -6,469	-6%	-$246K	0.05%	358
2023 Q3	$3.62M	Buy	104,417 +9,644	+10%	+$297K	0.04%	383
2023 Q2	$2.67M	Buy	94,773 +23,868	+34%	+$634K	0.03%	518
2023 Q1	$1.97M	Buy	70,905 +54,137	+323%	+$1.61M	0.02%	595
2022 Q4	$477K	Buy	16,768 +4,662	+39%	+$133K	0.02%	511
2022 Q3	$321K	Buy	+12,106	New	+$402K	0.01%	550
2020 Q3	–	Sell	-91	Closed	-$3K	–	1124
2020 Q2	$3K	Buy	+91	New	+$2.32K	﹤0.01%	1643

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Orion Portfolio Solutions's HNI Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its HNI Corp (HNI) stake by 1.4% in Q1 2025, selling an estimated $10K and leaving 14,440 shares worth $640K. The position accounts for 0.01% of the portfolio, ranked #1290.

Orion Portfolio Solutions first reported a position in HNI in Q2 2020 and has held it in 12 quarters since. The position peaked at $4.01M in Q4 2023. 250 funds tracked by Wall St. Rank hold HNI as of Q1 2025.

Orion Portfolio Solutions held 14,440 shares of HNI Corp worth $640K as of Q1 2025.
Orion Portfolio Solutions sold 212 HNI Corp shares in Q1 2025, an estimated $10K.
HNI Corp made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1290 holding.
Orion Portfolio Solutions first reported a position in HNI Corp in Q2 2020 and has held it in 12 quarters since.
Orion Portfolio Solutions's HNI Corp position peaked at $4.01M in Q4 2023.
250 funds tracked by Wall St. Rank held HNI Corp as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.