AWM
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Abound Wealth Management’s HCI Group HCI Stock Holding History

Abound Wealth Management’s Portfolio HCI Stock Details HCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1
Closed -$155 – 1457
2026
Q1 		$155 Hold
1
– – ﹤0.01% 1311
2025
Q4 		$192 Hold
1
– – ﹤0.01% 1197
2025
Q3 		$192 Hold
1
– – ﹤0.01% 1130
2025
Q2 		$153 Hold
1
– – ﹤0.01% 1135
2025
Q1 		$150 Buy
+1
New +$127 ﹤0.01% 1094

Other funds holding HCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KCM
Khrom Capital Management Miami Beach, Florida $1.19B AUM 14.29% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Abound Wealth Management's HCI Position: Q2 2026 in Review

Abound Wealth Management sold out of HCI Group (HCI) in Q2 2026, closing a stake of 1 share — an estimated $155 sold.

Abound Wealth Management first reported a position in HCI in Q1 2025 and held it in 5 quarters. The position peaked at $192 in Q4 2025. 288 funds tracked by Wall St. Rank hold HCI as of Q2 2026.

  • Abound Wealth Management reported no remaining HCI Group position as of Q2 2026 after selling out during the quarter.
  • Abound Wealth Management sold 1 HCI Group share in Q2 2026, an estimated $155.
  • Abound Wealth Management first reported a position in HCI Group in Q1 2025 and held it in 5 quarters.
  • Abound Wealth Management's HCI Group position peaked at $192 in Q4 2025.
  • 288 funds tracked by Wall St. Rank held HCI Group as of Q2 2026.

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