Wealthspan Partners’s HNI Corp HNI Stock Holding History

Wealthspan Partners’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	$503K	Hold	15,059	–	–	0.18%	78
2025 Q4	$633K	Hold	15,059	–	–	0.23%	66
2025 Q3	$706K	Hold	15,059	–	–	0.27%	57
2025 Q2	$741K	Hold	15,059	–	–	0.31%	52
2025 Q1	$668K	Sell	15,059 -708	-4%	-$33.5K	0.31%	54
2024 Q4	$794K	Hold	15,767	–	–	0.38%	47
2024 Q3	$849K	Hold	15,767	–	–	0.42%	43
2024 Q2	$710K	Buy	15,767 +50	+0.3%	+$2.21K	0.39%	46
2024 Q1	$709K	Hold	15,717	–	–	0.42%	42
2023 Q4	$657K	Hold	15,717	–	–	0.46%	37
2023 Q3	$544K	Hold	15,717	–	–	0.43%	40
2023 Q2	$443K	Buy	15,717 +9	+0.1%	+$239	0.35%	48
2023 Q1	$437K	Hold	15,708	–	–	0.37%	48
2022 Q4	$447K	Hold	15,708	–	–	0.41%	44
2022 Q3	$416K	Hold	15,708	–	–	0.43%	43
2022 Q2	$545K	Hold	15,708	–	–	0.56%	33
2022 Q1	$582K	Hold	15,708	–	–	0.53%	33
2021 Q4	$661K	Buy	+15,708	New	+$629K	0.58%	32

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

Wealthspan Partners's HNI Position: Q1 2026 in Review

Wealthspan Partners held its HNI Corp (HNI) position steady in Q1 2026 at 15,059 shares worth $503K. The position accounts for 0.18% of the portfolio, ranked #78.

Wealthspan Partners first reported a position in HNI in Q4 2021 and has held it in 18 quarters since. The position peaked at $849K in Q3 2024. 282 funds tracked by Wall St. Rank hold HNI as of Q1 2026.

Wealthspan Partners held 15,059 shares of HNI Corp worth $503K as of Q1 2026.
Wealthspan Partners left its HNI Corp share count unchanged in Q1 2026.
HNI Corp made up 0.18% of Wealthspan Partners's portfolio in Q1 2026, its #78 holding.
Wealthspan Partners first reported a position in HNI Corp in Q4 2021 and has held it in 18 quarters since.
Wealthspan Partners's HNI Corp position peaked at $849K in Q3 2024.
282 funds tracked by Wall St. Rank held HNI Corp as of Q1 2026.

Based on Wealthspan Partners's 13F filing for Q1 2026, filed 8 Apr 2026.