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Rothschild Investment LLC’s HNI Corp HNI Stock Holding History

Rothschild Investment LLC’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 		$1.94K Sell
48
-46
-49% -$1.56K ﹤0.01% 2778
2026
Q1 		$3.14K Buy
94
+23
+32% +$1.02K ﹤0.01% 2319
2025
Q4 		$2.98K Buy
71
+31
+78% +$1.31K ﹤0.01% 2168
2025
Q3 		$1.87K Sell
40
-70
-64% -$3.31K ﹤0.01% 2272
2025
Q2 		$5.41K Buy
110
+25
+29% +$1.13K ﹤0.01% 1478
2025
Q1 		$3.77K Buy
85
+20
+31% +$946 ﹤0.01% 1570
2024
Q4 		$3.27K Buy
65
+20
+44% +$1.07K ﹤0.01% 1525
2024
Q3 		$2.42K Buy
45
+20
+80% +$1.01K ﹤0.01% 1630
2024
Q2 		$1.13K Buy
25
+20
+400% +$883 ﹤0.01% 1598
2024
Q1 		$226 Buy
+5
New +$212 ﹤0.01% 1694

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 $3.37T AUM 44.26% 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

Rothschild Investment LLC's HNI Position: Q2 2026 in Review

Rothschild Investment LLC reduced its HNI Corp (HNI) stake by 49% in Q2 2026, selling an estimated $1.56K and leaving 48 shares worth $1.94K. The position accounts for ﹤0.01% of the portfolio, ranked #2778.

Rothschild Investment LLC first reported a position in HNI in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.41K in Q2 2025. 274 funds tracked by Wall St. Rank hold HNI as of Q2 2026.

  • Rothschild Investment LLC held 48 shares of HNI Corp worth $1.94K as of Q2 2026.
  • Rothschild Investment LLC sold 46 HNI Corp shares in Q2 2026, an estimated $1.56K.
  • HNI Corp made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2778 holding.
  • Rothschild Investment LLC first reported a position in HNI Corp in Q1 2024 and has held it in 10 quarters since.
  • Rothschild Investment LLC's HNI Corp position peaked at $5.41K in Q2 2025.
  • 274 funds tracked by Wall St. Rank held HNI Corp as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.