Corient Private Wealth’s Healthcare Services Group HCSG Stock Holding History

Corient Private Wealth’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	$1.16M	Sell	62,491 -79,447	-56%	-$1.57M	﹤0.01%	1576
2025 Q4	$2.71M	Buy	141,938 +59,738	+73%	+$1.07M	﹤0.01%	1366
2025 Q3	$1.38M	Sell	82,200 -26,779	-25%	-$399K	﹤0.01%	1262
2025 Q2	$1.64M	Sell	108,979 -107,763	-50%	-$1.43M	﹤0.01%	1125
2025 Q1	$2.18M	Sell	216,742 -51,854	-19%	-$568K	﹤0.01%	947
2024 Q4	$3.12M	Buy	268,596 +41,015	+18%	+$468K	0.01%	845
2024 Q3	$2.54M	Buy	227,581 +64,178	+39%	+$704K	﹤0.01%	990
2024 Q2	$1.73M	Sell	163,403 -29,236	-15%	-$324K	﹤0.01%	1086
2024 Q1	$2.4M	Buy	+192,639	New	+$2.14M	﹤0.01%	945
2023 Q4	–	Sell	-329,192	Closed	-$3.43M	–	2286
2023 Q3	$3.43M	Sell	329,192 -12,134	-4%	-$151K	0.01%	737
2023 Q2	$5.1M	Buy	+341,326	New	+$4.94M	0.01%	629

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

Corient Private Wealth's HCSG Position: Q1 2026 in Review

Corient Private Wealth reduced its Healthcare Services Group (HCSG) stake by 56% in Q1 2026, selling an estimated $1.57M and leaving 62,491 shares worth $1.16M. The position accounts for ﹤0.01% of the portfolio, ranked #1576.

Corient Private Wealth first reported a position in HCSG in Q2 2023 and has held it in 11 quarters since. The position peaked at $5.1M in Q2 2023. 260 funds tracked by Wall St. Rank hold HCSG as of Q1 2026.

Corient Private Wealth held 62,491 shares of Healthcare Services Group worth $1.16M as of Q1 2026.
Corient Private Wealth sold 79,447 Healthcare Services Group shares in Q1 2026, an estimated $1.57M.
Healthcare Services Group made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1576 holding.
Corient Private Wealth first reported a position in Healthcare Services Group in Q2 2023 and has held it in 11 quarters since.
Corient Private Wealth's Healthcare Services Group position peaked at $5.1M in Q2 2023.
260 funds tracked by Wall St. Rank held Healthcare Services Group as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.