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NewEdge Advisors’s HCI Group HCI Stock Holding History

NewEdge 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 		– Sell
-2,685
Closed -$515K – 4255
2025
Q4 		$515K Buy
2,685
+27
+1% +$5.09K ﹤0.01% 1943
2025
Q3 		$510K Sell
2,658
-92
-3% -$14.6K ﹤0.01% 1790
2025
Q2 		$419K Buy
2,750
+150
+6% +$23K ﹤0.01% 1802
2025
Q1 		$388K Hold
2,600
– – ﹤0.01% 1734
2024
Q4 		$303K Hold
2,600
– – ﹤0.01% 1874
2024
Q3 		$278K Hold
2,600
– – ﹤0.01% 1854
2024
Q2 		$240K Buy
+2,600
New +$271K ﹤0.01% 1834

Other funds holding HCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FGP
Freestone Grove Partners San Francisco, California $15.6B AUM 27.39% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NewEdge Advisors's HCI Position: Q1 2026 in Review

NewEdge Advisors sold out of HCI Group (HCI) in Q1 2026, closing a stake of 2,685 shares — an estimated $515K sold.

NewEdge Advisors first reported a position in HCI in Q2 2024 and held it in 7 quarters. The position peaked at $515K in Q4 2025. 279 funds tracked by Wall St. Rank hold HCI as of Q1 2026.

  • NewEdge Advisors reported no remaining HCI Group position as of Q1 2026 after selling out during the quarter.
  • NewEdge Advisors sold 2,685 HCI Group shares in Q1 2026, an estimated $515K.
  • NewEdge Advisors first reported a position in HCI Group in Q2 2024 and held it in 7 quarters.
  • NewEdge Advisors's HCI Group position peaked at $515K in Q4 2025.
  • 279 funds tracked by Wall St. Rank held HCI Group as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.