SI
HCTI icon

Stephens Inc’s Healthcare Triangle HCTI Stock Holding History

Stephens Inc’s Portfolio HCTI Stock Details HCTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-5
Closed -$1.95K – 1350
2025
Q2 		$1.95K Buy
+5
New +$8.5K ﹤0.01% 1274

Other funds holding HCTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stephens Inc's HCTI Position: Q3 2025 in Review

Stephens Inc sold out of Healthcare Triangle (HCTI) in Q3 2025, closing a stake of 5 shares — an estimated $1.95K sold.

Stephens Inc first reported a position in HCTI in Q2 2025 and held it in 1 quarter. The position peaked at $1.95K in Q2 2025. 8 funds tracked by Wall St. Rank hold HCTI as of Q3 2025.

  • Stephens Inc reported no remaining Healthcare Triangle position as of Q3 2025 after selling out during the quarter.
  • Stephens Inc sold 5 Healthcare Triangle shares in Q3 2025, an estimated $1.95K.
  • Stephens Inc first reported a position in Healthcare Triangle in Q2 2025 and held it in 1 quarter.
  • Stephens Inc's Healthcare Triangle position peaked at $1.95K in Q2 2025.
  • 8 funds tracked by Wall St. Rank held Healthcare Triangle as of Q3 2025.

Based on Stephens Inc's 13F filing for Q3 2025, filed 27 Oct 2025.