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Bailard’s Healthcare Services Group HCSG Stock Holding History

Bailard’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
Q1 		$696K Sell
37,500
-1,400
-4% -$27.6K 0.02% 428
2025
Q4 		$744K Hold
38,900
– – 0.02% 382
2025
Q3 		$655K Buy
+38,900
New +$579K 0.01% 433

Other funds holding HCSG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bailard's HCSG Position: Q1 2026 in Review

Bailard reduced its Healthcare Services Group (HCSG) stake by 3.6% in Q1 2026, selling an estimated $27.6K and leaving 37,500 shares worth $696K. The position accounts for 0.02% of the portfolio, ranked #428.

Bailard first reported a position in HCSG in Q3 2025 and has held it in 3 quarters since. The position peaked at $744K in Q4 2025. 260 funds tracked by Wall St. Rank hold HCSG as of Q1 2026.

  • Bailard held 37,500 shares of Healthcare Services Group worth $696K as of Q1 2026.
  • Bailard sold 1,400 Healthcare Services Group shares in Q1 2026, an estimated $27.6K.
  • Healthcare Services Group made up 0.02% of Bailard's portfolio in Q1 2026, its #428 holding.
  • Bailard first reported a position in Healthcare Services Group in Q3 2025 and has held it in 3 quarters since.
  • Bailard's Healthcare Services Group position peaked at $744K in Q4 2025.
  • 260 funds tracked by Wall St. Rank held Healthcare Services Group as of Q1 2026.

Based on Bailard's 13F filing for Q1 2026, filed 11 May 2026.