Clearstead Advisors’s Healthcare Services Group HCSG Stock Holding History

Clearstead 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	$2.33K	Buy	+95	New	+$2.01K	﹤0.01%	2427
2026 Q1	–	Sell	-39	Closed	-$746	–	2510
2025 Q4	$746	Sell	39 -405	-91%	-$7.29K	﹤0.01%	2264
2025 Q3	$7.47K	Buy	+444	New	+$6.61K	﹤0.01%	2017
2023 Q3	–	Sell	-3,000	Closed	-$44.8K	–	1492
2023 Q2	$44.8K	Hold	3,000	–	–	﹤0.01%	750
2023 Q1	$41.6K	Hold	3,000	–	–	﹤0.01%	702
2022 Q4	$36K	Hold	3,000	–	–	﹤0.01%	683
2022 Q3	$36K	Hold	3,000	–	–	﹤0.01%	670
2022 Q2	$52K	Buy	+3,000	New	+$51.7K	﹤0.01%	611
2021 Q1	–	Sell	-1,200	Closed	-$34K	–	1143
2020 Q4	$34K	Hold	1,200	–	–	﹤0.01%	563
2020 Q3	$26K	Hold	1,200	–	–	﹤0.01%	557
2020 Q2	$29K	Hold	1,200	–	–	﹤0.01%	490
2020 Q1	$29K	Buy	+1,200	New	+$30.9K	﹤0.01%	465

Other funds holding HCSG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Clearstead Advisors's HCSG Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Healthcare Services Group (HCSG) in Q2 2026: 95 shares worth $2.33K. The stake represents ﹤0.01% of the portfolio and ranks #2427 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in HCSG as recently as Q4 2025.

Clearstead Advisors first reported a position in HCSG in Q1 2020 and has held it in 12 quarters since. The position peaked at $52K in Q2 2022. 275 funds tracked by Wall St. Rank hold HCSG as of Q2 2026.

Clearstead Advisors held 95 shares of Healthcare Services Group worth $2.33K as of Q2 2026.
Healthcare Services Group was a new Clearstead Advisors position in Q2 2026.
Healthcare Services Group made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2427 holding.
Clearstead Advisors first reported a position in Healthcare Services Group in Q1 2020 and has held it in 12 quarters since.
Clearstead Advisors's Healthcare Services Group position peaked at $52K in Q2 2022.
275 funds tracked by Wall St. Rank held Healthcare Services Group as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.