Baldwin Wealth Partners’s HCI Group HCI Stock Holding History

Baldwin Wealth Partners’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 Q3	$1.97M	Hold	11,337	–	–	0.13%	83
2026 Q2	$1.99M	Hold	11,337	–	–	0.13%	85
2026 Q1	$1.75M	Hold	11,337	–	–	0.13%	86
2025 Q4	$2.17M	Hold	11,337	–	–	0.14%	85
2025 Q3	$2.18M	Sell	11,337 -667	-6%	-$106K	0.14%	79
2025 Q2	$1.83M	Sell	12,004 -230	-2%	-$35.3K	0.12%	83
2025 Q1	$1.83M	Sell	12,234 -373	-3%	-$47.3K	0.13%	82
2024 Q4	$1.47M	Sell	12,607 -380	-3%	-$43.3K	0.1%	93
2024 Q3	$1.39M	Sell	12,987 -330	-2%	-$31.3K	0.09%	110
2024 Q2	$1.23M	Hold	13,317	–	–	0.1%	93
2024 Q1	$1.55M	Sell	13,317 -80	-0.6%	-$7.86K	0.12%	91
2023 Q4	$1.17M	Sell	13,397 -100	-0.7%	-$7.32K	0.09%	101
2023 Q3	$733K	Sell	13,497 -233	-2%	-$13.2K	0.06%	122
2023 Q2	$848K	Hold	13,730	–	–	0.07%	122
2023 Q1	$736K	Sell	13,730 -32,339	-70%	-$1.63M	0.06%	126
2022 Q4	$1.82M	Buy	+46,069	New	+$1.7M	0.17%	95

Other funds holding HCI

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Base Wealth Management Lakewood Ranch, Florida $225M AUM 10.53% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Bernzott Capital Advisors Camarillo, California $233M AUM 9.08% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return

Baldwin Wealth Partners's HCI Position: Q3 2026 in Review

Baldwin Wealth Partners held its HCI Group (HCI) position steady in Q3 2026 at 11,337 shares worth $1.97M. The position accounts for 0.13% of the portfolio, ranked #83.

Baldwin Wealth Partners first reported a position in HCI in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.18M in Q3 2025. 111 funds tracked by Wall St. Rank hold HCI as of Q3 2026.

Baldwin Wealth Partners held 11,337 shares of HCI Group worth $1.97M as of Q3 2026.
Baldwin Wealth Partners left its HCI Group share count unchanged in Q3 2026.
HCI Group made up 0.13% of Baldwin Wealth Partners's portfolio in Q3 2026, its #83 holding.
Baldwin Wealth Partners first reported a position in HCI Group in Q4 2022 and has held it in 16 quarters since.
Baldwin Wealth Partners's HCI Group position peaked at $2.18M in Q3 2025.
111 funds tracked by Wall St. Rank held HCI Group as of Q3 2026.

Based on Baldwin Wealth Partners's 13F filing for Q3 2026, filed 13 Oct 2026.