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	–	1458
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

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Torren Management San Diego, California $197M AUM