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Basecamp Wealth Advisors’s Healthcare Services Group HCSG Stock Holding History

Basecamp Wealth 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
-10
Closed -$186 – 1898
2026
Q1 		$186 Buy
+10
New +$197 ﹤0.01% 1873

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

Basecamp Wealth Advisors's HCSG Position: Q2 2026 in Review

Basecamp Wealth Advisors sold out of Healthcare Services Group (HCSG) in Q2 2026, closing a stake of 10 shares — an estimated $186 sold.

Basecamp Wealth Advisors first reported a position in HCSG in Q1 2026 and held it in 1 quarter. The position peaked at $186 in Q1 2026. 274 funds tracked by Wall St. Rank hold HCSG as of Q2 2026.

  • Basecamp Wealth Advisors reported no remaining Healthcare Services Group position as of Q2 2026 after selling out during the quarter.
  • Basecamp Wealth Advisors sold 10 Healthcare Services Group shares in Q2 2026, an estimated $186.
  • Basecamp Wealth Advisors first reported a position in Healthcare Services Group in Q1 2026 and held it in 1 quarter.
  • Basecamp Wealth Advisors's Healthcare Services Group position peaked at $186 in Q1 2026.
  • 274 funds tracked by Wall St. Rank held Healthcare Services Group as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.