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

Axxcess 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
Q1 		– Sell
-14,526
Closed -$2.78M – 651
2025
Q4 		$2.78M Buy
14,526
+3,398
+31% +$640K 0.05% 315
2025
Q3 		$2.14M Buy
11,128
+1,320
+13% +$209K 0.05% 297
2025
Q2 		$1.49M Buy
9,808
+215
+2% +$33K 0.03% 339
2025
Q1 		$1.43M Buy
+9,593
New +$1.22M 0.04% 318

Other funds holding HCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 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 $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FGP
Freestone Grove Partners San Francisco, California $15.6B AUM 27.39% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Axxcess Wealth Management's HCI Position: Q1 2026 in Review

Axxcess Wealth Management sold out of HCI Group (HCI) in Q1 2026, closing a stake of 14,526 shares — an estimated $2.78M sold.

Axxcess Wealth Management first reported a position in HCI in Q1 2025 and held it in 4 quarters. The position peaked at $2.78M in Q4 2025. 279 funds tracked by Wall St. Rank hold HCI as of Q1 2026.

  • Axxcess Wealth Management reported no remaining HCI Group position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 14,526 HCI Group shares in Q1 2026, an estimated $2.78M.
  • Axxcess Wealth Management first reported a position in HCI Group in Q1 2025 and held it in 4 quarters.
  • Axxcess Wealth Management's HCI Group position peaked at $2.78M in Q4 2025.
  • 279 funds tracked by Wall St. Rank held HCI Group as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.