ClearBridge Investments
HCSG icon

ClearBridge Investments’s Healthcare Services Group HCSG Stock Holding History

ClearBridge 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
2025
Q4 		– Sell
-10,628
Closed -$179K – 717
2025
Q3 		$179K Buy
+10,628
New +$158K ﹤0.01% 710
2014
Q3 		– Sell
-2,735
Closed -$81K – 1185
2014
Q2 		$81K Buy
+2,735
New +$80.7K ﹤0.01% 920

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Mackenzie Financial
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State Street
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments's HCSG Position: Q4 2025 in Review

ClearBridge Investments sold out of Healthcare Services Group (HCSG) in Q4 2025, closing a stake of 10,628 shares — an estimated $179K sold.

ClearBridge Investments first reported a position in HCSG in Q2 2014 and held it in 2 quarters. The position peaked at $179K in Q3 2025. 249 funds tracked by Wall St. Rank hold HCSG as of Q4 2025.

  • ClearBridge Investments reported no remaining Healthcare Services Group position as of Q4 2025 after selling out during the quarter.
  • ClearBridge Investments sold 10,628 Healthcare Services Group shares in Q4 2025, an estimated $179K.
  • ClearBridge Investments first reported a position in Healthcare Services Group in Q2 2014 and held it in 2 quarters.
  • ClearBridge Investments's Healthcare Services Group position peaked at $179K in Q3 2025.
  • 249 funds tracked by Wall St. Rank held Healthcare Services Group as of Q4 2025.

Based on ClearBridge Investments's 13F filing for Q4 2025, filed 11 Feb 2026.