Concord Wealth Partners’s Hackett Group HCKT Stock Holding History

Concord Wealth Partners’s Portfolio HCKT Stock Details HCKT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-30	Closed	-$589	–	444
2025 Q4	$589	Hold	30	–	–	﹤0.01%	744
2025 Q3	$570	Hold	30	–	–	﹤0.01%	761
2025 Q2	$763	Buy	+30	New	+$764	﹤0.01%	768

Other funds holding HCKT

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Concord Wealth Partners's HCKT Position: Q1 2026 in Review

Concord Wealth Partners sold out of Hackett Group (HCKT) in Q1 2026, closing a stake of 30 shares — an estimated $589 sold.

Concord Wealth Partners first reported a position in HCKT in Q2 2025 and held it in 3 quarters. The position peaked at $763 in Q2 2025. 171 funds tracked by Wall St. Rank hold HCKT as of Q1 2026.

Concord Wealth Partners reported no remaining Hackett Group position as of Q1 2026 after selling out during the quarter.
Concord Wealth Partners sold 30 Hackett Group shares in Q1 2026, an estimated $589.
Concord Wealth Partners first reported a position in Hackett Group in Q2 2025 and held it in 3 quarters.
Concord Wealth Partners's Hackett Group position peaked at $763 in Q2 2025.
171 funds tracked by Wall St. Rank held Hackett Group as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.