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 Q3	$6.58K	Hold	214	–	–	﹤0.01%	781
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

Axxion S.A. Grevenmacher, Luxembourg $1.52B AUM

Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Private Wealth Management Group's HIPO Position: Q3 2026 in Review

Private Wealth Management Group held its Hippo Holdings (HIPO) position steady in Q3 2026 at 214 shares worth $6.58K. The position accounts for ﹤0.01% of the portfolio, ranked #781.

Private Wealth Management Group first reported a position in HIPO in Q1 2024 and has held it in 11 quarters since. The position peaked at $7.74K in Q3 2025. 15 funds tracked by Wall St. Rank hold HIPO as of Q3 2026.

Private Wealth Management Group held 214 shares of Hippo Holdings worth $6.58K as of Q3 2026.
Private Wealth Management Group left its Hippo Holdings share count unchanged in Q3 2026.
Hippo Holdings made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #781 holding.
Private Wealth Management Group first reported a position in Hippo Holdings in Q1 2024 and has held it in 11 quarters since.
Private Wealth Management Group's Hippo Holdings position peaked at $7.74K in Q3 2025.
15 funds tracked by Wall St. Rank held Hippo Holdings as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.