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Legacy Wealth Management (Idaho)’s HCI Group HCI Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-33
Closed -$5.1K – 510
2026
Q1 		$5.1K Hold
33
– – ﹤0.01% 616
2025
Q4 		$6.33K Buy
+33
New +$6.22K ﹤0.01% 501
2025
Q2 		– Sell
-8
Closed -$1.19K – 810
2025
Q1 		$1.19K Hold
8
– – ﹤0.01% 618
2024
Q4 		$981 Buy
+8
New +$911 ﹤0.01% 595

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

Legacy Wealth Management (Idaho)'s HCI Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of HCI Group (HCI) in Q2 2026, closing a stake of 33 shares — an estimated $5.1K sold.

Legacy Wealth Management (Idaho) first reported a position in HCI in Q4 2024 and held it in 4 quarters. The position peaked at $6.33K in Q4 2025. 288 funds tracked by Wall St. Rank hold HCI as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining HCI Group position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 33 HCI Group shares in Q2 2026, an estimated $5.1K.
  • Legacy Wealth Management (Idaho) first reported a position in HCI Group in Q4 2024 and held it in 4 quarters.
  • Legacy Wealth Management (Idaho)'s HCI Group position peaked at $6.33K in Q4 2025.
  • 288 funds tracked by Wall St. Rank held HCI Group as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.