WWC
HNI icon

Waypoint Wealth Counsel’s HNI Corp HNI Stock Holding History

Waypoint Wealth Counsel’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
Q4 		– Sell
-5,949
Closed -$279K – 300
2025
Q3 		$279K Buy
5,949
+172
+3% +$8.15K 0.11% 187
2025
Q2 		$284K Buy
5,777
+50
+0.9% +$2.26K 0.14% 127
2025
Q1 		$254K Buy
5,727
+30
+0.5% +$1.42K 0.16% 88
2024
Q4 		$287K Buy
5,697
+164
+3% +$8.8K 0.19% 76
2024
Q3 		$298K Buy
+5,533
New +$281K 0.2% 76

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Waypoint Wealth Counsel's HNI Position: Q4 2025 in Review

Waypoint Wealth Counsel sold out of HNI Corp (HNI) in Q4 2025, closing a stake of 5,949 shares — an estimated $279K sold.

Waypoint Wealth Counsel first reported a position in HNI in Q3 2024 and held it in 5 quarters. The position peaked at $298K in Q3 2024. 304 funds tracked by Wall St. Rank hold HNI as of Q4 2025.

  • Waypoint Wealth Counsel reported no remaining HNI Corp position as of Q4 2025 after selling out during the quarter.
  • Waypoint Wealth Counsel sold 5,949 HNI Corp shares in Q4 2025, an estimated $279K.
  • Waypoint Wealth Counsel first reported a position in HNI Corp in Q3 2024 and held it in 5 quarters.
  • Waypoint Wealth Counsel's HNI Corp position peaked at $298K in Q3 2024.
  • 304 funds tracked by Wall St. Rank held HNI Corp as of Q4 2025.

Based on Waypoint Wealth Counsel's 13F filing for Q4 2025, filed 28 Jan 2026.