EWA
HCSG icon

EverSource Wealth Advisors’s Healthcare Services Group HCSG Stock Holding History

EverSource Wealth Advisors’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 		$57K Buy
2,322
+323
+16% +$6.82K ﹤0.01% 1695
2026
Q1 		$37.1K Sell
1,999
-400
-17% -$7.89K ﹤0.01% 2104
2025
Q4 		$45.9K Sell
2,399
-1,417
-37% -$25.5K ﹤0.01% 1798
2025
Q3 		$64.2K Buy
3,816
+1,630
+75% +$24.3K ﹤0.01% 1525
2025
Q2 		$32.9K Buy
2,186
+1,356
+163% +$18K ﹤0.01% 1918
2025
Q1 		$8.37K Buy
830
+69
+9% +$756 ﹤0.01% 2209
2024
Q4 		$8.84K Sell
761
-314
-29% -$3.58K ﹤0.01% 2068
2024
Q3 		$12K Buy
1,075
+142
+15% +$1.56K ﹤0.01% 1759
2024
Q2 		$10.7K Buy
933
+156
+20% +$1.73K ﹤0.01% 1824
2024
Q1 		$8.25K Sell
777
-334
-30% -$3.7K ﹤0.01% 1800
2023
Q4 		$11.5K Buy
1,111
+777
+233% +$7.75K ﹤0.01% 1496
2023
Q3 		$3.48K Sell
334
-126
-27% -$1.57K ﹤0.01% 1837
2023
Q2 		$6.87K Buy
460
+305
+197% +$4.42K ﹤0.01% 1599
2023
Q1 		$2.15K Hold
155
– – ﹤0.01% 1919
2022
Q4 		$1.86K Buy
155
+36
+30% +$475 ﹤0.01% 1929
2022
Q3 		$1K Sell
119
-701
-85% -$10.3K ﹤0.01% 1819
2022
Q2 		$14K Buy
820
+388
+90% +$6.69K ﹤0.01% 929
2022
Q1 		$8K Buy
+432
New +$7.45K ﹤0.01% 1071

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

EverSource Wealth Advisors's HCSG Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Healthcare Services Group (HCSG) stake by 16% in Q2 2026, buying an estimated $6.82K and bringing the position to 2,322 shares worth $57K. The position accounts for ﹤0.01% of the portfolio, ranked #1695.

EverSource Wealth Advisors first reported a position in HCSG in Q1 2022 and has held it in 18 quarters since. The position peaked at $64.2K in Q3 2025. 274 funds tracked by Wall St. Rank hold HCSG as of Q2 2026.

  • EverSource Wealth Advisors held 2,322 shares of Healthcare Services Group worth $57K as of Q2 2026.
  • EverSource Wealth Advisors bought 323 Healthcare Services Group shares in Q2 2026, an estimated $6.82K.
  • Healthcare Services Group made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1695 holding.
  • EverSource Wealth Advisors first reported a position in Healthcare Services Group in Q1 2022 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's Healthcare Services Group position peaked at $64.2K in Q3 2025.
  • 274 funds tracked by Wall St. Rank held Healthcare Services Group as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.