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True Wealth Design’s HCI Group HCI Stock Holding History

True Wealth Design’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 		$12.1K Buy
69
+20
+41% +$3.15K ﹤0.01% 996
2026
Q1 		$7.58K Sell
49
-4
-8% -$655 ﹤0.01% 1066
2025
Q4 		$10.2K Buy
53
+3
+6% +$565 ﹤0.01% 857
2025
Q3 		$9.6K Buy
50
+29
+138% +$4.59K ﹤0.01% 843
2025
Q2 		$3.2K Hold
21
– – ﹤0.01% 985
2025
Q1 		$3.13K Hold
21
– – ﹤0.01% 839
2024
Q4 		$2.45K Sell
21
-13
-38% -$1.48K ﹤0.01% 687
2024
Q3 		$3.64K Buy
+34
New +$3.22K ﹤0.01% 642

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

True Wealth Design's HCI Position: Q2 2026 in Review

True Wealth Design increased its HCI Group (HCI) stake by 41% in Q2 2026, buying an estimated $3.15K and bringing the position to 69 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #996.

True Wealth Design first reported a position in HCI in Q3 2024 and has held it in 8 quarters since. 288 funds tracked by Wall St. Rank hold HCI as of Q2 2026.

  • True Wealth Design held 69 shares of HCI Group worth $12.1K as of Q2 2026.
  • True Wealth Design bought 20 HCI Group shares in Q2 2026, an estimated $3.15K.
  • HCI Group made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #996 holding.
  • True Wealth Design first reported a position in HCI Group in Q3 2024 and has held it in 8 quarters since.
  • 288 funds tracked by Wall St. Rank held HCI Group as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.