EWA
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EverSource Wealth Advisors’s HCI Group HCI Stock Holding History

EverSource Wealth 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 		$26.3K Sell
150
-211
-58% -$33.3K ﹤0.01% 2239
2026
Q1 		$55.8K Sell
361
-197
-35% -$32.3K ﹤0.01% 1808
2025
Q4 		$107K Buy
558
+236
+73% +$44.5K ﹤0.01% 1279
2025
Q3 		$61.8K Buy
322
+105
+48% +$16.6K ﹤0.01% 1554
2025
Q2 		$33K Buy
217
+184
+558% +$28.3K ﹤0.01% 1911
2025
Q1 		$4.92K Buy
33
+11
+50% +$1.4K ﹤0.01% 2501
2024
Q4 		$2.56K Buy
22
+14
+175% +$1.59K ﹤0.01% 2622
2024
Q3 		$856 Hold
8
– – ﹤0.01% 2757
2024
Q2 		$754 Hold
8
– – ﹤0.01% 2795
2024
Q1 		$913 Hold
8
– – ﹤0.01% 2611
2023
Q4 		$699 Hold
8
– – ﹤0.01% 2461
2023
Q3 		$434 Hold
8
– – ﹤0.01% 2406
2023
Q2 		$494 Hold
8
– – ﹤0.01% 2358
2023
Q1 		$429 Buy
+8
New +$402 ﹤0.01% 2257

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

EverSource Wealth Advisors's HCI Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its HCI Group (HCI) stake by 58% in Q2 2026, selling an estimated $33.3K and leaving 150 shares worth $26.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2239.

EverSource Wealth Advisors first reported a position in HCI in Q1 2023 and has held it in 14 quarters since. The position peaked at $107K in Q4 2025. 288 funds tracked by Wall St. Rank hold HCI as of Q2 2026.

  • EverSource Wealth Advisors held 150 shares of HCI Group worth $26.3K as of Q2 2026.
  • EverSource Wealth Advisors sold 211 HCI Group shares in Q2 2026, an estimated $33.3K.
  • HCI Group made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2239 holding.
  • EverSource Wealth Advisors first reported a position in HCI Group in Q1 2023 and has held it in 14 quarters since.
  • EverSource Wealth Advisors's HCI Group position peaked at $107K in Q4 2025.
  • 288 funds tracked by Wall St. Rank held HCI Group as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.