IFP Advisors’s Hackett Group HCKT Stock Holding History

IFP Advisors’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	$15K	Buy	1,156 +108	+10%	+$1.73K	﹤0.01%	2936
2025 Q4	$20.6K	Sell	1,048 -38	-3%	-$721	﹤0.01%	2717
2025 Q3	$20.6K	Buy	1,086 +1,035	+2,029%	+$22.6K	﹤0.01%	2560
2025 Q2	$3.03K	Sell	51 -32	-39%	-$815	﹤0.01%	3691
2025 Q1	$2.44K	Hold	83	–	–	﹤0.01%	3081
2024 Q4	$2.56K	Buy	83 +1	+1%	+$29	﹤0.01%	3008
2024 Q3	$2.15K	Buy	+82	New	+$2.06K	﹤0.01%	2897
2023 Q1	–	Sell	-23	Closed	-$14K	–	3839
2022 Q4	$14K	Sell	23 -1	-4%	-$21	﹤0.01%	3153
2022 Q3	$14K	Buy	24 +1	+4%	+$20	﹤0.01%	3391
2022 Q2	$14K	Hold	23	–	–	﹤0.01%	3142
2022 Q1	$14K	Buy	+23	New	+$468	﹤0.01%	3142
2021 Q3	–	Hold	0	–	–	–	3941
2021 Q2	–	Hold	0	–	–	–	3657
2021 Q1	–	Hold	0	–	–	–	3575
2020 Q4	–	Hold	0	–	–	–	3437
2020 Q3	–	Hold	0	–	–	–	3316

Other funds holding HCKT

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Renaissance Technologies

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

Bank of America

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM