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HCSG icon

Covestor’s Healthcare Services Group HCSG Stock Holding History

Covestor’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 		$12K Buy
475
+67
+16% +$1.42K 0.01% 1435
2026
Q1 		$7K Sell
408
-106
-21% -$2.09K ﹤0.01% 1655
2025
Q4 		$10K Sell
514
-8
-2% -$144 0.01% 1577
2025
Q3 		$8K Sell
522
-320
-38% -$4.76K ﹤0.01% 1728
2025
Q2 		$13K Buy
842
+797
+1,771% +$10.6K 0.01% 1405
2025
Q1 		$0 Buy
45
+14
+45% +$153 ﹤0.01% 2432
2024
Q4 		$0 Buy
31
+15
+94% +$171 ﹤0.01% 2443
2024
Q3 		$0 Buy
16
+2
+14% +$22 ﹤0.01% 2426
2024
Q2 		$0 Buy
14
+7
+100% +$78 ﹤0.01% 2440
2024
Q1 		$0 Sell
7
-9
-56% -$100 ﹤0.01% 2437
2023
Q4 		$0 Hold
16
– – ﹤0.01% 2356
2023
Q3 		$0 Sell
16
-10
-38% -$124 ﹤0.01% 2342
2023
Q2 		$0 Sell
26
-7
-21% -$101 ﹤0.01% 2340
2023
Q1 		$0 Sell
33
-1
-3% -$13 ﹤0.01% 2249
2022
Q4 		$0 Sell
34
-1
-3% -$13 ﹤0.01% 2273
2022
Q3 		$0 Buy
35
+15
+75% +$221 ﹤0.01% 2239
2022
Q2 		$0 Sell
20
-133
-87% -$2.29K ﹤0.01% 2103
2022
Q1 		$3K Sell
153
-2,412
-94% -$41.6K ﹤0.01% 1606
2021
Q4 		$46K Buy
+2,565
New +$49.9K 0.06% 592

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

Covestor's HCSG Position: Q2 2026 in Review

Covestor increased its Healthcare Services Group (HCSG) stake by 16% in Q2 2026, buying an estimated $1.42K and bringing the position to 475 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #1435.

Covestor first reported a position in HCSG in Q4 2021 and has held it in 19 quarters since. The position peaked at $46K in Q4 2021. 274 funds tracked by Wall St. Rank hold HCSG as of Q2 2026.

  • Covestor held 475 shares of Healthcare Services Group worth $12K as of Q2 2026.
  • Covestor bought 67 Healthcare Services Group shares in Q2 2026, an estimated $1.42K.
  • Healthcare Services Group made up 0.01% of Covestor's portfolio in Q2 2026, its #1435 holding.
  • Covestor first reported a position in Healthcare Services Group in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Healthcare Services Group position peaked at $46K in Q4 2021.
  • 274 funds tracked by Wall St. Rank held Healthcare Services Group as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.