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 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

BWM

Base Wealth Management Lakewood Ranch, Florida $215M AUM 19.13% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

CCG

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

GFPC

Global Financial Private Client Sarasota, Florida $369M AUM 34.4% 1-Year Est. Return

Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return

Baldwin Wealth Partners's HCI Position: Q2 2026 in Review

Baldwin Wealth Partners held its HCI Group (HCI) position steady in Q2 2026 at 11,337 shares worth $1.99M. The position accounts for 0.13% of the portfolio, ranked #85.

Baldwin Wealth Partners first reported a position in HCI in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.18M in Q3 2025. 73 funds tracked by Wall St. Rank hold HCI as of Q2 2026.

Baldwin Wealth Partners held 11,337 shares of HCI Group worth $1.99M as of Q2 2026.
Baldwin Wealth Partners left its HCI Group share count unchanged in Q2 2026.
HCI Group made up 0.13% of Baldwin Wealth Partners's portfolio in Q2 2026, its #85 holding.
Baldwin Wealth Partners first reported a position in HCI Group in Q4 2022 and has held it in 15 quarters since.
Baldwin Wealth Partners's HCI Group position peaked at $2.18M in Q3 2025.
73 funds tracked by Wall St. Rank held HCI Group as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.