Private Wealth Management Group’s Hippo Holdings HIPO Stock Holding History

Private Wealth Management Group’s Portfolio HIPO Stock Details HIPO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.05K	Hold	214	–	–	﹤0.01%	777
2026 Q1	$5.58K	Hold	214	–	–	﹤0.01%	734
2025 Q4	$6.44K	Hold	214	–	–	﹤0.01%	677
2025 Q3	$7.74K	Hold	214	–	–	﹤0.01%	614
2025 Q2	$5.98K	Hold	214	–	–	﹤0.01%	680
2025 Q1	$5.47K	Hold	214	–	–	﹤0.01%	689
2024 Q4	$5.73K	Hold	214	–	–	﹤0.01%	688
2024 Q3	$3.61K	Hold	214	–	–	﹤0.01%	855
2024 Q2	$3.68K	Hold	214	–	–	﹤0.01%	834
2024 Q1	$3.91K	Buy	+214	New	+$2.64K	﹤0.01%	709

Other funds holding HIPO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BCM

Bond Capital Management San Francisco, California $305M AUM 19.07% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WCM

Westerly Capital Management San Francisco, California $542M AUM 48.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Private Wealth Management Group's HIPO Position: Q2 2026 in Review

Private Wealth Management Group held its Hippo Holdings (HIPO) position steady in Q2 2026 at 214 shares worth $6.05K. The position accounts for ﹤0.01% of the portfolio, ranked #777.

Private Wealth Management Group first reported a position in HIPO in Q1 2024 and has held it in 10 quarters since. The position peaked at $7.74K in Q3 2025. 137 funds tracked by Wall St. Rank hold HIPO as of Q2 2026.

Private Wealth Management Group held 214 shares of Hippo Holdings worth $6.05K as of Q2 2026.
Private Wealth Management Group left its Hippo Holdings share count unchanged in Q2 2026.
Hippo Holdings made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #777 holding.
Private Wealth Management Group first reported a position in Hippo Holdings in Q1 2024 and has held it in 10 quarters since.
Private Wealth Management Group's Hippo Holdings position peaked at $7.74K in Q3 2025.
137 funds tracked by Wall St. Rank held Hippo Holdings as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.