HighTower Advisors
HCI icon

HighTower Advisors’s HCI Group HCI Stock Holding History

HighTower 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 		$564K Buy
3,646
+739
+25% +$121K ﹤0.01% 2615
2025
Q4 		$557K Sell
2,907
-718
-20% -$135K ﹤0.01% 2525
2025
Q3 		$696K Buy
3,625
+181
+5% +$28.7K ﹤0.01% 2367
2025
Q2 		$524K Sell
3,444
-438
-11% -$67.2K ﹤0.01% 2482
2025
Q1 		$579K Sell
3,882
-2,463
-39% -$312K ﹤0.01% 2335
2024
Q4 		$739K Buy
6,345
+559
+10% +$63.7K ﹤0.01% 2183
2024
Q3 		$624K Buy
5,786
+2,017
+54% +$191K ﹤0.01% 2236
2024
Q2 		$351K Buy
+3,769
New +$393K ﹤0.01% 2587
2014
Q2 		– Sell
-35,858
Closed -$1.3M – 1645
2014
Q1 		$1.3M Buy
35,858
+25,698
+253% +$1.13M 0.03% 653
2013
Q4 		$544K Buy
+10,160
New +$464K 0.01% 932

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