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IEQ Capital’s Healthcare Services Group HCSG Stock Holding History

IEQ Capital’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 		$2.93M Sell
119,322
-18,280
-13% -$386K 0.01% 664
2026
Q1 		$2.55M Buy
137,602
+4,185
+3% +$82.6K 0.01% 682
2025
Q4 		$2.55M Buy
133,417
+36,711
+38% +$660K 0.01% 712
2025
Q3 		$1.63M Buy
96,706
+51,680
+115% +$769K ﹤0.01% 834
2025
Q2 		$677K Buy
+45,026
New +$597K ﹤0.01% 1009
2025
Q1 		– Sell
-10,180
Closed -$118K – 1661
2024
Q4 		$118K Buy
+10,180
New +$116K ﹤0.01% 1254

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

IEQ Capital's HCSG Position: Q2 2026 in Review

IEQ Capital reduced its Healthcare Services Group (HCSG) stake by 13% in Q2 2026, selling an estimated $386K and leaving 119,322 shares worth $2.93M. The position accounts for 0.01% of the portfolio, ranked #664.

IEQ Capital first reported a position in HCSG in Q4 2024 and has held it in 6 quarters since. 275 funds tracked by Wall St. Rank hold HCSG as of Q2 2026.

  • IEQ Capital held 119,322 shares of Healthcare Services Group worth $2.93M as of Q2 2026.
  • IEQ Capital sold 18,280 Healthcare Services Group shares in Q2 2026, an estimated $386K.
  • Healthcare Services Group made up 0.01% of IEQ Capital's portfolio in Q2 2026, its #664 holding.
  • IEQ Capital first reported a position in Healthcare Services Group in Q4 2024 and has held it in 6 quarters since.
  • 275 funds tracked by Wall St. Rank held Healthcare Services Group as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.