DIA
HCSG icon

Dean Investment Associates’s Healthcare Services Group HCSG Stock Holding History

Dean Investment Associates’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 		$803K Sell
32,712
-26,655
-45% -$563K 0.11% 172
2026
Q1 		$1.1M Sell
59,367
-194,467
-77% -$3.84M 0.16% 156
2025
Q4 		$4.85M Buy
253,834
+57,445
+29% +$1.03M 0.69% 50
2025
Q3 		$3.31M Buy
196,389
+84,877
+76% +$1.26M 0.46% 111
2025
Q2 		$1.68M Buy
111,512
+19,259
+21% +$255K 0.25% 154
2025
Q1 		$930K Sell
92,253
-132,191
-59% -$1.45M 0.14% 186
2024
Q4 		$2.61M Buy
+224,444
New +$2.56M 0.37% 135

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

Dean Investment Associates's HCSG Position: Q2 2026 in Review

Dean Investment Associates reduced its Healthcare Services Group (HCSG) stake by 45% in Q2 2026, selling an estimated $563K and leaving 32,712 shares worth $803K. The position accounts for 0.11% of the portfolio, ranked #172.

Dean Investment Associates first reported a position in HCSG in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.85M in Q4 2025. 274 funds tracked by Wall St. Rank hold HCSG as of Q2 2026.

  • Dean Investment Associates held 32,712 shares of Healthcare Services Group worth $803K as of Q2 2026.
  • Dean Investment Associates sold 26,655 Healthcare Services Group shares in Q2 2026, an estimated $563K.
  • Healthcare Services Group made up 0.11% of Dean Investment Associates's portfolio in Q2 2026, its #172 holding.
  • Dean Investment Associates first reported a position in Healthcare Services Group in Q4 2024 and has held it in 7 quarters since.
  • Dean Investment Associates's Healthcare Services Group position peaked at $4.85M in Q4 2025.
  • 274 funds tracked by Wall St. Rank held Healthcare Services Group as of Q2 2026.

Based on Dean Investment Associates's 13F filing for Q2 2026, filed 14 Aug 2026.