Creative Planning
HCSG icon

Creative Planning’s Healthcare Services Group HCSG Stock Holding History

Creative Planning’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 		$1.12M Buy
60,533
+36,838
+155% +$727K ﹤0.01% 2363
2025
Q4 		$453K Buy
23,695
+6,836
+41% +$123K ﹤0.01% 2928
2025
Q3 		$284K Buy
+16,859
New +$251K ﹤0.01% 3194
2025
Q2 		– Sell
-11,156
Closed -$112K – 3733
2025
Q1 		$112K Buy
+11,156
New +$122K ﹤0.01% 3228
2017
Q3 		– Sell
-1,544
Closed -$72K – 2666
2017
Q2 		$72K Buy
1,544
+108
+8% +$4.99K ﹤0.01% 2219
2017
Q1 		$62K Buy
1,436
+327
+29% +$13.4K ﹤0.01% 2314
2016
Q4 		$43K Buy
1,109
+215
+24% +$8.22K ﹤0.01% 2510
2016
Q3 		$35K Buy
894
+395
+79% +$15.5K ﹤0.01% 2636
2016
Q2 		$21K Buy
499
+76
+18% +$2.92K ﹤0.01% 2763
2016
Q1 		$16K Buy
423
+1
+0.2% +$35 ﹤0.01% 2916
2015
Q4 		$15K Buy
422
+56
+15% +$2.04K ﹤0.01% 3036
2015
Q3 		$12K Buy
+366
New +$12.4K ﹤0.01% 3076
2015
Q2 		– Sell
-364
Closed -$12K – 1878
2015
Q1 		$12K Sell
364
-18
-5% -$582 ﹤0.01% 3077
2014
Q4 		$12K Buy
382
+1
+0.3% +$30 ﹤0.01% 3007
2014
Q3 		$11K Sell
381
-506
-57% -$14.1K ﹤0.01% 2890
2014
Q2 		$26K Buy
887
+508
+134% +$15K ﹤0.01% 2330
2014
Q1 		$11K Buy
379
+20
+6% +$548 ﹤0.01% 2707
2013
Q4 		$10K Buy
359
+1
+0.3% +$27 ﹤0.01% 2562
2013
Q3 		$9K Buy
358
+1
+0.3% +$25 ﹤0.01% 2502
2013
Q2 		$9K Buy
+357
New +$8.23K ﹤0.01% 2317

Other funds holding HCSG

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's HCSG Position: Q1 2026 in Review

Creative Planning increased its Healthcare Services Group (HCSG) stake by 155% in Q1 2026, buying an estimated $727K and bringing the position to 60,533 shares worth $1.12M. The position accounts for ﹤0.01% of the portfolio, ranked #2363.

Creative Planning first reported a position in HCSG in Q2 2013 and has held it in 20 quarters since. 260 funds tracked by Wall St. Rank hold HCSG as of Q1 2026.

  • Creative Planning held 60,533 shares of Healthcare Services Group worth $1.12M as of Q1 2026.
  • Creative Planning bought 36,838 Healthcare Services Group shares in Q1 2026, an estimated $727K.
  • Healthcare Services Group made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2363 holding.
  • Creative Planning first reported a position in Healthcare Services Group in Q2 2013 and has held it in 20 quarters since.
  • 260 funds tracked by Wall St. Rank held Healthcare Services Group as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.