EWA
HCI icon

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
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 $5.7T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
KCM
Khrom Capital Management Miami Beach, Florida $1.09B AUM 14.82% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FGP
Freestone Grove Partners San Francisco, California $13.8B AUM 24.58% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return