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Diversified Trust’s Healthcare Services Group HCSG Stock Holding History

Diversified Trust’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 		$837K Buy
34,075
+23,463
+221% +$496K 0.01% 574
2026
Q1 		$197K Buy
+10,612
New +$209K ﹤0.01% 980

Other funds holding HCSG

CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
UWS
Unique Wealth Strategies Burr Ridge, Illinois $275M AUM 29.58% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
HCMT
Highland Capital Management (Tennessee) Memphis, Tennessee $2.17B AUM 54.74% 1-Year Est. Return
AAM
AMI Asset Management Los Angeles, California $1.74B AUM 26.89% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Diversified Trust's HCSG Position: Q2 2026 in Review

Diversified Trust increased its Healthcare Services Group (HCSG) stake by 221% in Q2 2026, buying an estimated $496K and bringing the position to 34,075 shares worth $837K. The position accounts for 0.01% of the portfolio, ranked #574.

Diversified Trust first reported a position in HCSG in Q1 2026 and has held it in 2 quarters since. 24 funds tracked by Wall St. Rank hold HCSG as of Q2 2026.

  • Diversified Trust held 34,075 shares of Healthcare Services Group worth $837K as of Q2 2026.
  • Diversified Trust bought 23,463 Healthcare Services Group shares in Q2 2026, an estimated $496K.
  • Healthcare Services Group made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #574 holding.
  • Diversified Trust first reported a position in Healthcare Services Group in Q1 2026 and has held it in 2 quarters since.
  • 24 funds tracked by Wall St. Rank held Healthcare Services Group as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.