Corient Private Wealth
HCSG icon

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
Q2 		$1.39M Sell
56,429
-6,062
-10% -$128K ﹤0.01% 1599
2026
Q1 		$1.16M Sell
62,491
-8,478
-12% -$167K ﹤0.01% 1576
2025
Q4 		$1.36M Sell
70,969
-11,231
-14% -$202K ﹤0.01% 1355
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Corient Private Wealth's HCSG Position: Q2 2026 in Review

Corient Private Wealth reduced its Healthcare Services Group (HCSG) stake by 9.7% in Q2 2026, selling an estimated $128K and leaving 56,429 shares worth $1.39M. The position accounts for ﹤0.01% of the portfolio, ranked #1599.

Corient Private Wealth first reported a position in HCSG in Q2 2023 and has held it in 12 quarters since. The position peaked at $5.1M in Q2 2023. 274 funds tracked by Wall St. Rank hold HCSG as of Q2 2026.

  • Corient Private Wealth held 56,429 shares of Healthcare Services Group worth $1.39M as of Q2 2026.
  • Corient Private Wealth sold 6,062 Healthcare Services Group shares in Q2 2026, an estimated $128K.
  • Healthcare Services Group made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1599 holding.
  • Corient Private Wealth first reported a position in Healthcare Services Group in Q2 2023 and has held it in 12 quarters since.
  • Corient Private Wealth's Healthcare Services Group position peaked at $5.1M in Q2 2023.
  • 274 funds tracked by Wall St. Rank held Healthcare Services Group as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.