MAS
HCI icon

MPWM Advisory Solutions’s HCI Group HCI Stock Holding History

MPWM Advisory Solutions’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
2025
Q3 		– Sell
-50
Closed -$7.61K – 527
2025
Q2 		$7.61K Hold
50
– – ﹤0.01% 324
2025
Q1 		$7.46K Sell
50
-25
-33% -$3.17K 0.01% 328
2024
Q4 		$8.74K Buy
+75
New +$8.54K 0.01% 328

Other funds holding HCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MPWM Advisory Solutions's HCI Position: Q3 2025 in Review

MPWM Advisory Solutions sold out of HCI Group (HCI) in Q3 2025, closing a stake of 50 shares — an estimated $7.61K sold.

MPWM Advisory Solutions first reported a position in HCI in Q4 2024 and held it in 3 quarters. The position peaked at $8.74K in Q4 2024. 255 funds tracked by Wall St. Rank hold HCI as of Q3 2025.

  • MPWM Advisory Solutions reported no remaining HCI Group position as of Q3 2025 after selling out during the quarter.
  • MPWM Advisory Solutions sold 50 HCI Group shares in Q3 2025, an estimated $7.61K.
  • MPWM Advisory Solutions first reported a position in HCI Group in Q4 2024 and held it in 3 quarters.
  • MPWM Advisory Solutions's HCI Group position peaked at $8.74K in Q4 2024.
  • 255 funds tracked by Wall St. Rank held HCI Group as of Q3 2025.

Based on MPWM Advisory Solutions's 13F filing for Q3 2025, filed 14 Nov 2025.