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Clearstead Trust’s HCI Group HCI Stock Holding History

Clearstead Trust’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
2025
Q4 		– Sell
-6
Closed -$1.15K – 1231
2025
Q3 		$1.15K Hold
6
– – ﹤0.01% 1174
2025
Q2 		$914 Buy
+6
New +$921 ﹤0.01% 1193

Other funds holding HCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
KCM
Khrom Capital Management Miami Beach, Florida $1.19B AUM 14.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Clearstead Trust's HCI Position: Q4 2025 in Review

Clearstead Trust sold out of HCI Group (HCI) in Q4 2025, closing a stake of 6 shares — an estimated $1.15K sold.

Clearstead Trust first reported a position in HCI in Q2 2025 and held it in 2 quarters. The position peaked at $1.15K in Q3 2025. 278 funds tracked by Wall St. Rank hold HCI as of Q4 2025.

  • Clearstead Trust reported no remaining HCI Group position as of Q4 2025 after selling out during the quarter.
  • Clearstead Trust sold 6 HCI Group shares in Q4 2025, an estimated $1.15K.
  • Clearstead Trust first reported a position in HCI Group in Q2 2025 and held it in 2 quarters.
  • Clearstead Trust's HCI Group position peaked at $1.15K in Q3 2025.
  • 278 funds tracked by Wall St. Rank held HCI Group as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.