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Essential Partners’s Healthcare Services Group HCSG Stock Holding History

Essential 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 		$13.2K Sell
536
-1,799
-77% -$38K 0.01% 1085
2026
Q1 		$43.3K Hold
2,335
– – 0.01% 635
2025
Q4 		$44.6K Buy
2,335
+186
+9% +$3.35K 0.01% 640
2025
Q3 		$36.2K Buy
2,149
+1,845
+607% +$27.5K 0.01% 702
2025
Q2 		$4.57K Buy
+304
New +$4.03K ﹤0.01% 1077

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 $3.38T AUM 44.17% 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

Essential Partners's HCSG Position: Q2 2026 in Review

Essential Partners reduced its Healthcare Services Group (HCSG) stake by 77% in Q2 2026, selling an estimated $38K and leaving 536 shares worth $13.2K. The position accounts for 0.01% of the portfolio, ranked #1085.

Essential Partners first reported a position in HCSG in Q2 2025 and has held it in 5 quarters since. The position peaked at $44.6K in Q4 2025. 274 funds tracked by Wall St. Rank hold HCSG as of Q2 2026.

  • Essential Partners held 536 shares of Healthcare Services Group worth $13.2K as of Q2 2026.
  • Essential Partners sold 1,799 Healthcare Services Group shares in Q2 2026, an estimated $38K.
  • Healthcare Services Group made up 0.01% of Essential Partners's portfolio in Q2 2026, its #1085 holding.
  • Essential Partners first reported a position in Healthcare Services Group in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Healthcare Services Group position peaked at $44.6K in Q4 2025.
  • 274 funds tracked by Wall St. Rank held Healthcare Services Group as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.