Cerity Partners
HCSG icon

Cerity Partners’s Healthcare Services Group HCSG Stock Holding History

Cerity Partners’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 		$1.03M Sell
41,921
-686
-2% -$14.5K ﹤0.01% 1986
2026
Q1 		$790K Buy
42,607
+13,138
+45% +$259K ﹤0.01% 1991
2025
Q4 		$563K Buy
29,469
+4,429
+18% +$79.7K ﹤0.01% 2023
2025
Q3 		$421K Buy
+25,040
New +$373K ﹤0.01% 2085
2025
Q2 		– Sell
-13,131
Closed -$132K – 2696
2025
Q1 		$132K Sell
13,131
-23,955
-65% -$263K ﹤0.01% 2287
2024
Q4 		$429K Sell
37,086
-783,471
-95% -$8.93M ﹤0.01% 1848
2024
Q3 		$9.17M Buy
+820,557
New +$9M 0.02% 508

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
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Cerity Partners's HCSG Position: Q2 2026 in Review

Cerity Partners reduced its Healthcare Services Group (HCSG) stake by 1.6% in Q2 2026, selling an estimated $14.5K and leaving 41,921 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1986.

Cerity Partners first reported a position in HCSG in Q3 2024 and has held it in 7 quarters since. The position peaked at $9.17M in Q3 2024. 252 funds tracked by Wall St. Rank hold HCSG as of Q2 2026.

  • Cerity Partners held 41,921 shares of Healthcare Services Group worth $1.03M as of Q2 2026.
  • Cerity Partners sold 686 Healthcare Services Group shares in Q2 2026, an estimated $14.5K.
  • Healthcare Services Group made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1986 holding.
  • Cerity Partners first reported a position in Healthcare Services Group in Q3 2024 and has held it in 7 quarters since.
  • Cerity Partners's Healthcare Services Group position peaked at $9.17M in Q3 2024.
  • 252 funds tracked by Wall St. Rank held Healthcare Services Group as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.