Rothwell Investment Advisors, LLC’s Healthcare Services Group HCSG Stock Holding History

Rothwell Investment Advisors, 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	$101K	Buy	+4,915	New	+$111K	0.05%	285

Other funds holding HCSG

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

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

Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Rothwell Investment Advisors, LLC's HCSG Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Healthcare Services Group (HCSG) in Q3 2026: 4,915 shares worth $101K. The stake represents 0.05% of the portfolio and ranks #285 among its holdings.

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

Rothwell Investment Advisors, LLC held 4,915 shares of Healthcare Services Group worth $101K as of Q3 2026.
Healthcare Services Group was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Healthcare Services Group made up 0.05% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #285 holding.
106 funds tracked by Wall St. Rank held Healthcare Services Group as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.