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Private Wealth Asset Management’s HNI Corp HNI Stock Holding History

Private Wealth 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
2025
Q2 		– Sell
-4
Closed -$177 – 1165
2025
Q1 		$177 Buy
+4
New +$189 ﹤0.01% 1102

Other funds holding HNI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Private Wealth Asset Management's HNI Position: Q2 2025 in Review

Private Wealth Asset Management sold out of HNI Corp (HNI) in Q2 2025, closing a stake of 4 shares — an estimated $177 sold.

Private Wealth Asset Management first reported a position in HNI in Q1 2025 and held it in 1 quarter. The position peaked at $177 in Q1 2025. 250 funds tracked by Wall St. Rank hold HNI as of Q2 2025.

  • Private Wealth Asset Management reported no remaining HNI Corp position as of Q2 2025 after selling out during the quarter.
  • Private Wealth Asset Management sold 4 HNI Corp shares in Q2 2025, an estimated $177.
  • Private Wealth Asset Management first reported a position in HNI Corp in Q1 2025 and held it in 1 quarter.
  • Private Wealth Asset Management's HNI Corp position peaked at $177 in Q1 2025.
  • 250 funds tracked by Wall St. Rank held HNI Corp as of Q2 2025.

Based on Private Wealth Asset Management's 13F filing for Q2 2025, filed 28 Jul 2025.