VWA
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Valued Wealth Advisors’s HCI Group HCI Stock Holding History

Valued Wealth Advisors’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 		$2.98K Sell
17
-15
-47% -$2.36K ﹤0.01% 580
2026
Q1 		$4.95K Buy
+32
New +$5.24K ﹤0.01% 405

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 $3.38T AUM 44.17% 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

Valued Wealth Advisors's HCI Position: Q2 2026 in Review

Valued Wealth Advisors reduced its HCI Group (HCI) stake by 47% in Q2 2026, selling an estimated $2.36K and leaving 17 shares worth $2.98K. The position accounts for ﹤0.01% of the portfolio, ranked #580.

Valued Wealth Advisors first reported a position in HCI in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.95K in Q1 2026. 288 funds tracked by Wall St. Rank hold HCI as of Q2 2026.

  • Valued Wealth Advisors held 17 shares of HCI Group worth $2.98K as of Q2 2026.
  • Valued Wealth Advisors sold 15 HCI Group shares in Q2 2026, an estimated $2.36K.
  • HCI Group made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #580 holding.
  • Valued Wealth Advisors first reported a position in HCI Group in Q1 2026 and has held it in 2 quarters since.
  • Valued Wealth Advisors's HCI Group position peaked at $4.95K in Q1 2026.
  • 288 funds tracked by Wall St. Rank held HCI Group as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.