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Annis Gardner Whiting Capital Advisors’s Healthcare Services Group HCSG Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		– Sell
-23
Closed -$427 – 721
2026
Q1 		$427 Buy
23
+5
+28% +$99 ﹤0.01% 1220
2025
Q4 		$345 Hold
18
– – ﹤0.01% 1129
2025
Q3 		$303 Hold
18
– – ﹤0.01% 1117
2025
Q2 		$271 Buy
+18
New +$239 ﹤0.01% 1244

Other funds holding HCSG

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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

Annis Gardner Whiting Capital Advisors's HCSG Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Healthcare Services Group (HCSG) in Q2 2026, closing a stake of 23 shares — an estimated $427 sold.

Annis Gardner Whiting Capital Advisors first reported a position in HCSG in Q2 2025 and held it in 4 quarters. The position peaked at $427 in Q1 2026. 274 funds tracked by Wall St. Rank hold HCSG as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Healthcare Services Group position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 23 Healthcare Services Group shares in Q2 2026, an estimated $427.
  • Annis Gardner Whiting Capital Advisors first reported a position in Healthcare Services Group in Q2 2025 and held it in 4 quarters.
  • Annis Gardner Whiting Capital Advisors's Healthcare Services Group position peaked at $427 in Q1 2026.
  • 274 funds tracked by Wall St. Rank held Healthcare Services Group as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.