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Precision Wealth Strategies’s HCI Group HCI Stock Holding History

Precision Wealth Strategies’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
-6,038
Closed -$934K – 177
2026
Q1 		$934K Buy
+6,038
New +$989K 0.31% 74
2025
Q1 		– Sell
-3,708
Closed -$432K – 107
2024
Q4 		$432K Buy
+3,708
New +$422K 0.33% 63
2024
Q3 		– Sell
-2,956
Closed -$272K – 115
2024
Q2 		$272K Buy
+2,956
New +$308K 0.28% 87

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

Precision Wealth Strategies's HCI Position: Q2 2026 in Review

Precision Wealth Strategies sold out of HCI Group (HCI) in Q2 2026, closing a stake of 6,038 shares — an estimated $934K sold.

Precision Wealth Strategies first reported a position in HCI in Q2 2024 and held it in 3 quarters. The position peaked at $934K in Q1 2026. 288 funds tracked by Wall St. Rank hold HCI as of Q2 2026.

  • Precision Wealth Strategies reported no remaining HCI Group position as of Q2 2026 after selling out during the quarter.
  • Precision Wealth Strategies sold 6,038 HCI Group shares in Q2 2026, an estimated $934K.
  • Precision Wealth Strategies first reported a position in HCI Group in Q2 2024 and held it in 3 quarters.
  • Precision Wealth Strategies's HCI Group position peaked at $934K in Q1 2026.
  • 288 funds tracked by Wall St. Rank held HCI Group as of Q2 2026.

Based on Precision Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.