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Strategic Wealth Partners’s HCI Group HCI Stock Holding History

Strategic Wealth Partners’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 		$29.1K Hold
166
– – ﹤0.01% 656
2026
Q1 		$25.7K Buy
+166
New +$27.2K ﹤0.01% 650

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

Strategic Wealth Partners's HCI Position: Q2 2026 in Review

Strategic Wealth Partners held its HCI Group (HCI) position steady in Q2 2026 at 166 shares worth $29.1K. The position accounts for ﹤0.01% of the portfolio, ranked #656.

Strategic Wealth Partners first reported a position in HCI in Q1 2026 and has held it in 2 quarters since. 288 funds tracked by Wall St. Rank hold HCI as of Q2 2026.

  • Strategic Wealth Partners held 166 shares of HCI Group worth $29.1K as of Q2 2026.
  • Strategic Wealth Partners left its HCI Group share count unchanged in Q2 2026.
  • HCI Group made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #656 holding.
  • Strategic Wealth Partners first reported a position in HCI Group in Q1 2026 and has held it in 2 quarters since.
  • 288 funds tracked by Wall St. Rank held HCI Group as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.