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 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	–	1535
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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clearstead Advisors's HCSG Position: Q1 2026 in Review

Clearstead Advisors sold out of Healthcare Services Group (HCSG) in Q1 2026, closing a stake of 39 shares — an estimated $746 sold.

Clearstead Advisors first reported a position in HCSG in Q1 2020 and held it in 11 quarters. The position peaked at $52K in Q2 2022. 260 funds tracked by Wall St. Rank hold HCSG as of Q1 2026.

Clearstead Advisors reported no remaining Healthcare Services Group position as of Q1 2026 after selling out during the quarter.
Clearstead Advisors sold 39 Healthcare Services Group shares in Q1 2026, an estimated $746.
Clearstead Advisors first reported a position in Healthcare Services Group in Q1 2020 and held it in 11 quarters.
Clearstead Advisors's Healthcare Services Group position peaked at $52K in Q2 2022.
260 funds tracked by Wall St. Rank held Healthcare Services Group as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.