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Allworth Financial’s Healthcare Services Group HCSG Stock Holding History

Allworth Financial’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
Q2 		$54.9K Buy
2,234
+267
+14% +$5.64K ﹤0.01% 2397
2026
Q1 		$36.5K Buy
1,967
+638
+48% +$12.6K ﹤0.01% 2558
2025
Q4 		$25.4K Buy
1,329
+307
+30% +$5.52K ﹤0.01% 2649
2025
Q3 		$17.2K Buy
1,022
+881
+625% +$13.1K ﹤0.01% 2799
2025
Q2 		$2.12K Buy
+141
New +$1.87K ﹤0.01% 3678
2024
Q2 		– Sell
-14
Closed -$175 – 3744
2024
Q1 		$175 Buy
+14
New +$155 ﹤0.01% 3460
2023
Q3 		– Sell
-13
Closed -$195 – 3481
2023
Q2 		$195 Hold
13
– – ﹤0.01% 3103
2023
Q1 		$181 Hold
13
– – ﹤0.01% 3026
2022
Q4 		$156 Sell
13
-893
-99% -$11.8K ﹤0.01% 2847
2022
Q3 		$11K Buy
+906
New +$13.4K ﹤0.01% 1610

Other funds holding HCSG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Allworth Financial's HCSG Position: Q2 2026 in Review

Allworth Financial increased its Healthcare Services Group (HCSG) stake by 14% in Q2 2026, buying an estimated $5.64K and bringing the position to 2,234 shares worth $54.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2397.

Allworth Financial first reported a position in HCSG in Q3 2022 and has held it in 10 quarters since. 274 funds tracked by Wall St. Rank hold HCSG as of Q2 2026.

  • Allworth Financial held 2,234 shares of Healthcare Services Group worth $54.9K as of Q2 2026.
  • Allworth Financial bought 267 Healthcare Services Group shares in Q2 2026, an estimated $5.64K.
  • Healthcare Services Group made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2397 holding.
  • Allworth Financial first reported a position in Healthcare Services Group in Q3 2022 and has held it in 10 quarters since.
  • 274 funds tracked by Wall St. Rank held Healthcare Services Group as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.