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Dogwood Wealth Management’s Healthcare Services Group HCSG Stock Holding History

Dogwood Wealth Management’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 		– Sell
-48
Closed -$890 – 883
2026
Q1 		$890 Buy
+48
New +$947 ﹤0.01% 765

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Vanguard Capital Management
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State Street
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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

Dogwood Wealth Management's HCSG Position: Q2 2026 in Review

Dogwood Wealth Management sold out of Healthcare Services Group (HCSG) in Q2 2026, closing a stake of 48 shares — an estimated $890 sold.

Dogwood Wealth Management first reported a position in HCSG in Q1 2026 and held it in 1 quarter. The position peaked at $890 in Q1 2026. 274 funds tracked by Wall St. Rank hold HCSG as of Q2 2026.

  • Dogwood Wealth Management reported no remaining Healthcare Services Group position as of Q2 2026 after selling out during the quarter.
  • Dogwood Wealth Management sold 48 Healthcare Services Group shares in Q2 2026, an estimated $890.
  • Dogwood Wealth Management first reported a position in Healthcare Services Group in Q1 2026 and held it in 1 quarter.
  • Dogwood Wealth Management's Healthcare Services Group position peaked at $890 in Q1 2026.
  • 274 funds tracked by Wall St. Rank held Healthcare Services Group as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.