Avantax Advisory Services’s Hackett Group HCKT Stock Holding History

Avantax Advisory Services’s Portfolio HCKT Stock Details HCKT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.18M	Buy	46,303 +962	+2%	+$24.5K	0.01%	1070
2025 Q1	$1.32M	Sell	45,341 -1,586	-3%	-$47.7K	0.01%	948
2024 Q4	$1.44M	Buy	46,927 +1,149	+3%	+$33.2K	0.01%	879
2024 Q3	$1.2M	Sell	45,778 -1,503	-3%	-$37.7K	0.01%	931
2024 Q2	$1.03M	Buy	+47,281	New	+$1.05M	0.01%	963
2024 Q1	–	Sell	-17,551	Closed	-$400K	–	1692
2023 Q4	$400K	Buy	+17,551	New	+$398K	﹤0.01%	1091
2023 Q1	–	Sell	-31,908	Closed	-$650K	–	1508
2022 Q4	$650K	Buy	31,908 +671	+2%	+$14.2K	0.01%	762
2022 Q3	$554K	Buy	31,237 +1,123	+4%	+$22.8K	0.01%	731
2022 Q2	$571K	Buy	30,114 +3,135	+12%	+$67.5K	0.01%	729
2022 Q1	$623K	Buy	26,979 +1,810	+7%	+$36.9K	0.01%	711
2021 Q4	$517K	Buy	25,169 +1	+0%	+$21	0.01%	752
2021 Q3	$494K	Sell	25,168 -2,305	-8%	-$43.2K	0.01%	728
2021 Q2	$496K	Hold	27,473	–	–	0.01%	712
2021 Q1	$450K	Sell	27,473 -1,420	-5%	-$22K	0.01%	655
2020 Q4	$416K	Buy	28,893 +12,730	+79%	+$176K	0.01%	609
2020 Q3	$181K	Buy	+16,163	New	+$209K	﹤0.01%	1243

Other funds holding HCKT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avantax Advisory Services's HCKT Position: Q2 2025 in Review

Avantax Advisory Services increased its Hackett Group (HCKT) stake by 2.1% in Q2 2025, buying an estimated $24.5K and bringing the position to 46,303 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #1070.

Avantax Advisory Services first reported a position in HCKT in Q3 2020 and has held it in 16 quarters since. The position peaked at $1.44M in Q4 2024. 180 funds tracked by Wall St. Rank hold HCKT as of Q2 2025.

Avantax Advisory Services held 46,303 shares of Hackett Group worth $1.18M as of Q2 2025.
Avantax Advisory Services bought 962 Hackett Group shares in Q2 2025, an estimated $24.5K.
Hackett Group made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1070 holding.
Avantax Advisory Services first reported a position in Hackett Group in Q3 2020 and has held it in 16 quarters since.
Avantax Advisory Services's Hackett Group position peaked at $1.44M in Q4 2024.
180 funds tracked by Wall St. Rank held Hackett Group as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.