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Atria Investments’s Healthcare Services Group HCSG Stock Holding History

Atria Investments’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 		$597K Sell
24,291
-1,090
-4% -$23K 0.01% 1427
2026
Q1 		$471K Buy
25,381
+1,745
+7% +$34.4K 0.01% 1481
2025
Q4 		$452K Buy
23,636
+3,255
+16% +$58.6K 0.01% 1510
2025
Q3 		$343K Sell
20,381
-153
-0.7% -$2.28K ﹤0.01% 1643
2025
Q2 		$309K Sell
20,534
-28,146
-58% -$373K ﹤0.01% 1697
2025
Q1 		$491K Sell
48,680
-5,236
-10% -$57.4K 0.01% 1367
2024
Q4 		$626K Buy
53,916
+5,401
+11% +$61.6K 0.01% 1214
2024
Q3 		$542K Sell
48,515
-10,070
-17% -$111K 0.01% 1279
2024
Q2 		$620K Buy
+58,585
New +$650K 0.01% 1198
2019
Q1 		– Sell
-8,088
Closed -$325K – 978
2018
Q4 		$325K Sell
8,088
-193
-2% -$8.16K 0.01% 631
2018
Q3 		$336K Buy
+8,281
New +$344K 0.01% 733
2017
Q4 		– Sell
-4,010
Closed -$216K – 842
2017
Q3 		$216K Sell
4,010
-1,622
-29% -$83.4K 0.01% 722
2017
Q2 		$264K Buy
5,632
+455
+9% +$21K 0.02% 607
2017
Q1 		$223K Buy
+5,177
New +$213K 0.01% 622

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

Atria Investments's HCSG Position: Q2 2026 in Review

Atria Investments reduced its Healthcare Services Group (HCSG) stake by 4.3% in Q2 2026, selling an estimated $23K and leaving 24,291 shares worth $597K. The position accounts for 0.01% of the portfolio, ranked #1427.

Atria Investments first reported a position in HCSG in Q1 2017 and has held it in 14 quarters since. The position peaked at $626K in Q4 2024. 274 funds tracked by Wall St. Rank hold HCSG as of Q2 2026.

  • Atria Investments held 24,291 shares of Healthcare Services Group worth $597K as of Q2 2026.
  • Atria Investments sold 1,090 Healthcare Services Group shares in Q2 2026, an estimated $23K.
  • Healthcare Services Group made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1427 holding.
  • Atria Investments first reported a position in Healthcare Services Group in Q1 2017 and has held it in 14 quarters since.
  • Atria Investments's Healthcare Services Group position peaked at $626K in Q4 2024.
  • 274 funds tracked by Wall St. Rank held Healthcare Services Group as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.