Carson Wealth (CWM LLC)
HCI icon

Carson Wealth (CWM LLC)’s HCI Group HCI Stock Holding History

Carson Wealth (CWM LLC)’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 		$703K Sell
4,547
-1,501
-25% -$246K ﹤0.01% 1785
2025
Q4 		$1.16M Buy
6,048
+356
+6% +$67.1K ﹤0.01% 1407
2025
Q3 		$1.09M Buy
5,692
+4,029
+242% +$638K ﹤0.01% 1355
2025
Q2 		$253K Buy
1,663
+32
+2% +$4.91K ﹤0.01% 1980
2025
Q1 		$243K Buy
1,631
+68
+4% +$8.62K ﹤0.01% 1797
2024
Q4 		$182K Buy
1,563
+323
+26% +$36.8K ﹤0.01% 1886
2024
Q3 		$133K Buy
1,240
+316
+34% +$30K ﹤0.01% 2006
2024
Q2 		$85K Buy
924
+495
+115% +$51.6K ﹤0.01% 2082
2024
Q1 		$50K Buy
429
+268
+166% +$26.3K ﹤0.01% 2295
2023
Q4 		$14K Sell
161
-32
-17% -$2.34K ﹤0.01% 2987
2023
Q3 		$10K Hold
193
– – ﹤0.01% 3132
2023
Q2 		$12K Hold
193
– – ﹤0.01% 2980
2023
Q1 		$10K Hold
193
– – ﹤0.01% 2946
2022
Q4 		$8K Buy
193
+172
+819% +$6.33K ﹤0.01% 2930
2022
Q3 		$1K Buy
+21
New +$1.2K ﹤0.01% 3661
2022
Q1 		– Sell
-11
Closed -$1K – 3650
2021
Q4 		$1K Buy
+11
New +$1.28K ﹤0.01% 3307

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 $3.37T AUM 44.26% 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

Carson Wealth (CWM LLC)'s HCI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its HCI Group (HCI) stake by 25% in Q1 2026, selling an estimated $246K and leaving 4,547 shares worth $703K. The position accounts for ﹤0.01% of the portfolio, ranked #1785.

Carson Wealth (CWM LLC) first reported a position in HCI in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.16M in Q4 2025. 279 funds tracked by Wall St. Rank hold HCI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,547 shares of HCI Group worth $703K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,501 HCI Group shares in Q1 2026, an estimated $246K.
  • HCI Group made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1785 holding.
  • Carson Wealth (CWM LLC) first reported a position in HCI Group in Q4 2021 and has held it in 16 quarters since.
  • Carson Wealth (CWM LLC)'s HCI Group position peaked at $1.16M in Q4 2025.
  • 279 funds tracked by Wall St. Rank held HCI Group as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.