FMP
HCSG icon

Financial Management Professionals’s Healthcare Services Group HCSG Stock Holding History

Financial Management Professionals’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 		$53.1K Sell
2,164
-724
-25% -$15.3K 0.01% 284
2026
Q1 		$53.6K Hold
2,888
– – 0.01% 253
2025
Q4 		$55.2K Hold
2,888
– – 0.01% 245
2025
Q3 		$48.6K Sell
2,888
-890
-24% -$13.2K 0.01% 257
2025
Q2 		$56.8K Sell
3,778
-6,202
-62% -$82.2K 0.01% 241
2025
Q1 		$101K Sell
9,980
-853
-8% -$9.35K 0.01% 191
2024
Q4 		$126K Buy
10,833
+2,653
+32% +$30.2K 0.02% 175
2024
Q3 		$91K Buy
8,180
+3,774
+86% +$41.4K 0.01% 201
2024
Q2 		$47K Hold
4,406
– – 0.01% 263
2024
Q1 		$55K Buy
+4,406
New +$48.9K 0.01% 265
2023
Q4 		– Sell
-6,935
Closed -$72K – 979
2023
Q3 		$72K Hold
6,935
– – 0.01% 206
2023
Q2 		$104K Buy
6,935
+3,690
+114% +$53.5K 0.02% 182
2023
Q1 		$45K Hold
3,245
– – 0.01% 286
2022
Q4 		$39K Sell
3,245
-33
-1% -$436 0.01% 259
2022
Q3 		$40K Hold
3,278
– – 0.01% 247
2022
Q2 		$57K Sell
3,278
-459
-12% -$7.92K 0.01% 211
2022
Q1 		$69K Buy
+3,737
New +$64.5K 0.02% 209
2021
Q4 		– Sell
-3,206
Closed -$80K – 1009
2021
Q3 		$80K Sell
3,206
-34
-1% -$920 0.02% 187
2021
Q2 		$102K Buy
3,240
+41
+1% +$1.25K 0.03% 144
2021
Q1 		$90K Buy
3,199
+52
+2% +$1.57K 0.02% 147
2020
Q4 		$88K Sell
3,147
-129
-4% -$3.12K 0.02% 142
2020
Q3 		$71K Sell
3,276
-731
-18% -$17.1K 0.03% 151
2020
Q2 		$98K Buy
+4,007
New +$94.9K 0.03% 103
2016
Q3 		– Sell
-223
Closed -$9K – 350
2016
Q2 		$9K Buy
+223
New +$8.56K ﹤0.01% 217

Other funds holding HCSG

CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
UWS
Unique Wealth Strategies Burr Ridge, Illinois $275M AUM 29.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Financial Management Professionals's HCSG Position: Q2 2026 in Review

Financial Management Professionals reduced its Healthcare Services Group (HCSG) stake by 25% in Q2 2026, selling an estimated $15.3K and leaving 2,164 shares worth $53.1K. The position accounts for 0.01% of the portfolio, ranked #284.

Financial Management Professionals first reported a position in HCSG in Q2 2016 and has held it in 24 quarters since. The position peaked at $126K in Q4 2024. 15 funds tracked by Wall St. Rank hold HCSG as of Q2 2026.

  • Financial Management Professionals held 2,164 shares of Healthcare Services Group worth $53.1K as of Q2 2026.
  • Financial Management Professionals sold 724 Healthcare Services Group shares in Q2 2026, an estimated $15.3K.
  • Healthcare Services Group made up 0.01% of Financial Management Professionals's portfolio in Q2 2026, its #284 holding.
  • Financial Management Professionals first reported a position in Healthcare Services Group in Q2 2016 and has held it in 24 quarters since.
  • Financial Management Professionals's Healthcare Services Group position peaked at $126K in Q4 2024.
  • 15 funds tracked by Wall St. Rank held Healthcare Services Group as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.