True Wealth Design’s HNI Corp HNI Stock Holding History

True Wealth Design’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 Q1	–	Sell	-17	Closed	-$715	–	2767
2025 Q4	$715	Buy	17 +11	+183%	+$465	﹤0.01%	1837
2025 Q3	$282	Buy	+6	New	+$284	﹤0.01%	2207

Other funds holding HNI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

True Wealth Design's HNI Position: Q1 2026 in Review

True Wealth Design sold out of HNI Corp (HNI) in Q1 2026, closing a stake of 17 shares — an estimated $715 sold.

True Wealth Design first reported a position in HNI in Q3 2025 and held it in 2 quarters. The position peaked at $715 in Q4 2025. 282 funds tracked by Wall St. Rank hold HNI as of Q1 2026.

True Wealth Design reported no remaining HNI Corp position as of Q1 2026 after selling out during the quarter.
True Wealth Design sold 17 HNI Corp shares in Q1 2026, an estimated $715.
True Wealth Design first reported a position in HNI Corp in Q3 2025 and held it in 2 quarters.
True Wealth Design's HNI Corp position peaked at $715 in Q4 2025.
282 funds tracked by Wall St. Rank held HNI Corp as of Q1 2026.

Based on True Wealth Design's 13F filing for Q1 2026, filed 13 Apr 2026.