AWM
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Accredited Wealth Management’s Healthcare Services Group HCSG Stock Holding History

Accredited Wealth Management’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
2025
Q2 		– Sell
-56
Closed -$568 – 387
2025
Q1 		$568 Hold
56
– – ﹤0.01% 344
2024
Q4 		$654 Buy
+56
New +$638 ﹤0.01% 342

Other funds holding HCSG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Accredited Wealth Management's HCSG Position: Q2 2025 in Review

Accredited Wealth Management sold out of Healthcare Services Group (HCSG) in Q2 2025, closing a stake of 56 shares — an estimated $568 sold.

Accredited Wealth Management first reported a position in HCSG in Q4 2024 and held it in 2 quarters. The position peaked at $654 in Q4 2024. 221 funds tracked by Wall St. Rank hold HCSG as of Q2 2025.

  • Accredited Wealth Management reported no remaining Healthcare Services Group position as of Q2 2025 after selling out during the quarter.
  • Accredited Wealth Management sold 56 Healthcare Services Group shares in Q2 2025, an estimated $568.
  • Accredited Wealth Management first reported a position in Healthcare Services Group in Q4 2024 and held it in 2 quarters.
  • Accredited Wealth Management's Healthcare Services Group position peaked at $654 in Q4 2024.
  • 221 funds tracked by Wall St. Rank held Healthcare Services Group as of Q2 2025.

Based on Accredited Wealth Management's 13F filing for Q2 2025, filed 12 Aug 2025.