BTI
HCSG icon

Blue Trust Inc’s Healthcare Services Group HCSG Stock Holding History

Blue Trust Inc’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
-14
Closed -$260 – 2542
2026
Q1 		$260 Buy
+14
New +$276 ﹤0.01% 2396
2025
Q2 		– Sell
-669
Closed -$6.74K – 2523
2025
Q1 		$6.74K Hold
669
– – ﹤0.01% 2047
2024
Q4 		$7.77K Sell
669
-359
-35% -$4.09K ﹤0.01% 2008
2024
Q3 		$10.9K Buy
1,028
+636
+162% +$6.98K ﹤0.01% 2160
2024
Q2 		$4.89K Buy
+392
New +$4.35K ﹤0.01% 2211
2024
Q1 		– Sell
-73
Closed -$1K – 2421
2023
Q4 		$1K Buy
+73
New +$729 ﹤0.01% 2324

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

Blue Trust Inc's HCSG Position: Q2 2026 in Review

Blue Trust Inc sold out of Healthcare Services Group (HCSG) in Q2 2026, closing a stake of 14 shares — an estimated $260 sold.

Blue Trust Inc first reported a position in HCSG in Q4 2023 and held it in 6 quarters. The position peaked at $10.9K in Q3 2024. 274 funds tracked by Wall St. Rank hold HCSG as of Q2 2026.

  • Blue Trust Inc reported no remaining Healthcare Services Group position as of Q2 2026 after selling out during the quarter.
  • Blue Trust Inc sold 14 Healthcare Services Group shares in Q2 2026, an estimated $260.
  • Blue Trust Inc first reported a position in Healthcare Services Group in Q4 2023 and held it in 6 quarters.
  • Blue Trust Inc's Healthcare Services Group position peaked at $10.9K in Q3 2024.
  • 274 funds tracked by Wall St. Rank held Healthcare Services Group as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.