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CSM Advisors’s Healthcare Services Group HCSG Stock Holding History

CSM 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
Q2 		$17.7M Sell
719,619
-28,305
-4% -$598K 0.38% 67
2026
Q1 		$13.9M Buy
747,924
+28,831
+4% +$569K 0.34% 80
2025
Q4 		$13.7M Sell
719,093
-43,104
-6% -$775K 0.37% 75
2025
Q3 		$12.8M Buy
762,197
+172,388
+29% +$2.57M 0.36% 76
2025
Q2 		$8.86M Buy
+589,809
New +$7.82M 0.26% 107

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

CSM Advisors's HCSG Position: Q2 2026 in Review

CSM Advisors reduced its Healthcare Services Group (HCSG) stake by 3.8% in Q2 2026, selling an estimated $598K and leaving 719,619 shares worth $17.7M. The position accounts for 0.38% of the portfolio, ranked #67.

CSM Advisors first reported a position in HCSG in Q2 2025 and has held it in 5 quarters since. 274 funds tracked by Wall St. Rank hold HCSG as of Q2 2026.

  • CSM Advisors held 719,619 shares of Healthcare Services Group worth $17.7M as of Q2 2026.
  • CSM Advisors sold 28,305 Healthcare Services Group shares in Q2 2026, an estimated $598K.
  • Healthcare Services Group made up 0.38% of CSM Advisors's portfolio in Q2 2026, its #67 holding.
  • CSM Advisors first reported a position in Healthcare Services Group in Q2 2025 and has held it in 5 quarters since.
  • 274 funds tracked by Wall St. Rank held Healthcare Services Group as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.