RWM
HNI icon

Ritholtz Wealth Management’s HNI Corp HNI Stock Holding History

Ritholtz Wealth 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
2026
Q2 		– Sell
-13,920
Closed -$465K – 1344
2026
Q1 		$465K Sell
13,920
-5,833
-30% -$258K 0.01% 820
2025
Q4 		$830K Sell
19,753
-14,318
-42% -$605K 0.02% 579
2025
Q3 		$1.6M Buy
34,071
+2,451
+8% +$116K 0.03% 388
2025
Q2 		$1.56M Buy
31,620
+10,859
+52% +$492K 0.03% 355
2025
Q1 		$921K Buy
20,761
+3,375
+19% +$160K 0.03% 419
2024
Q4 		$876K Buy
+17,386
New +$933K 0.03% 397

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 $3.38T AUM 44.17% 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

Ritholtz Wealth Management's HNI Position: Q2 2026 in Review

Ritholtz Wealth Management sold out of HNI Corp (HNI) in Q2 2026, closing a stake of 13,920 shares — an estimated $465K sold.

Ritholtz Wealth Management first reported a position in HNI in Q4 2024 and held it in 6 quarters. The position peaked at $1.6M in Q3 2025. 274 funds tracked by Wall St. Rank hold HNI as of Q2 2026.

  • Ritholtz Wealth Management reported no remaining HNI Corp position as of Q2 2026 after selling out during the quarter.
  • Ritholtz Wealth Management sold 13,920 HNI Corp shares in Q2 2026, an estimated $465K.
  • Ritholtz Wealth Management first reported a position in HNI Corp in Q4 2024 and held it in 6 quarters.
  • Ritholtz Wealth Management's HNI Corp position peaked at $1.6M in Q3 2025.
  • 274 funds tracked by Wall St. Rank held HNI Corp as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.