Edgestream Partners’s Healthcare Services Group HCSG Stock Holding History

Edgestream Partners’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	$3.31M	Buy	+134,694	New	+$2.84M	0.1%	382
2023 Q2	–	Sell	-47,280	Closed	-$656K	–	790
2023 Q1	$656K	Buy	47,280 +12,104	+34%	+$159K	0.07%	359
2022 Q4	$422K	Buy	35,176 +17,973	+104%	+$237K	0.05%	388
2022 Q3	$208K	Buy	+17,203	New	+$254K	0.02%	425
2022 Q1	–	Sell	-135,126	Closed	-$2.4M	–	578
2021 Q4	$2.4M	Sell	135,126 -3,143	-2%	-$61.1K	0.15%	201
2021 Q3	$3.46M	Buy	138,269 +106,425	+334%	+$2.88M	0.21%	165
2021 Q2	$1M	Buy	+31,844	New	+$968K	0.06%	292

Other funds holding HCSG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Edgestream Partners's HCSG Position: Q2 2026 in Review

Edgestream Partners opened a new position in Healthcare Services Group (HCSG) in Q2 2026: 134,694 shares worth $3.31M. The stake represents 0.1% of the portfolio and ranks #382 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in HCSG as recently as Q1 2023.

Edgestream Partners first reported a position in HCSG in Q2 2021 and has held it in 7 quarters since. The position peaked at $3.46M in Q3 2021. 274 funds tracked by Wall St. Rank hold HCSG as of Q2 2026.

Edgestream Partners held 134,694 shares of Healthcare Services Group worth $3.31M as of Q2 2026.
Healthcare Services Group was a new Edgestream Partners position in Q2 2026.
Healthcare Services Group made up 0.1% of Edgestream Partners's portfolio in Q2 2026, its #382 holding.
Edgestream Partners first reported a position in Healthcare Services Group in Q2 2021 and has held it in 7 quarters since.
Edgestream Partners's Healthcare Services Group position peaked at $3.46M in Q3 2021.
274 funds tracked by Wall St. Rank held Healthcare Services Group as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.