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Clearstead Advisors’s HCI Group HCI Stock Holding History

Clearstead Advisors’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 		$3.33K Buy
+19
New +$2.99K ﹤0.01% 2303
2026
Q1 		– Sell
-16
Closed -$3.07K – 2509
2025
Q4 		$3.07K Sell
16
-29
-64% -$5.46K ﹤0.01% 2095
2025
Q3 		$8.64K Buy
+45
New +$7.13K ﹤0.01% 1968

Other funds holding HCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Clearstead Advisors's HCI Position: Q2 2026 in Review

Clearstead Advisors opened a new position in HCI Group (HCI) in Q2 2026: 19 shares worth $3.33K. The stake represents ﹤0.01% of the portfolio and ranks #2303 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in HCI as recently as Q4 2025.

Clearstead Advisors first reported a position in HCI in Q3 2025 and has held it in 3 quarters since. The position peaked at $8.64K in Q3 2025. 288 funds tracked by Wall St. Rank hold HCI as of Q2 2026.

  • Clearstead Advisors held 19 shares of HCI Group worth $3.33K as of Q2 2026.
  • HCI Group was a new Clearstead Advisors position in Q2 2026.
  • HCI Group made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2303 holding.
  • Clearstead Advisors first reported a position in HCI Group in Q3 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's HCI Group position peaked at $8.64K in Q3 2025.
  • 288 funds tracked by Wall St. Rank held HCI Group as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.