Superior Planning, LLC’s Healthcare Services Group HCSG Stock Holding History

Superior Planning, LLC’s Portfolio HCSG Stock Details HCSG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$348	Buy	+17	New	+$385	﹤0.01%	1953

Other funds holding HCSG

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Marathon Asset Management (UK) London, United Kingdom $2.2B AUM 25.78% 1-Year Est. Return

Superior Planning, LLC's HCSG Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Healthcare Services Group (HCSG) in Q3 2026: 17 shares worth $348. The stake represents ﹤0.01% of the portfolio and ranks #1953 among its holdings.

171 funds tracked by Wall St. Rank hold HCSG as of Q3 2026.

Superior Planning, LLC held 17 shares of Healthcare Services Group worth $348 as of Q3 2026.
Healthcare Services Group was a new Superior Planning, LLC position in Q3 2026.
Healthcare Services Group made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1953 holding.
171 funds tracked by Wall St. Rank held Healthcare Services Group as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.