IFP Advisors’s Healthcare Services Group HCSG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $30.7K | Sell |
1,249
-147
| -11% | -$3.1K | ﹤0.01% | 2711 |
|
|
2026
Q1 | $25.9K | Sell |
1,396
-125
| -8% | -$2.47K | ﹤0.01% | 2640 |
|
|
2025
Q4 | $29.1K | Buy |
1,521
+394
| +35% | +$7.09K | ﹤0.01% | 2511 |
|
|
2025
Q3 | $19K | Buy |
1,127
+766
| +212% | +$11.4K | ﹤0.01% | 2600 |
|
|
2025
Q2 | $5.43K | Buy |
361
+339
| +1,541% | +$4.5K | ﹤0.01% | 3321 |
|
|
2025
Q1 | $222 | Hold |
22
| – | – | ﹤0.01% | 3637 |
|
|
2024
Q4 | $256 | Buy |
+22
| New | +$251 | ﹤0.01% | 3625 |
|
|
2023
Q1 | – | Sell |
-229
| Closed | -$17K | – | 3839 |
|
|
2022
Q4 | $17K | Buy |
229
+23
| +11% | +$304 | ﹤0.01% | 3023 |
|
|
2022
Q3 | $9K | Buy |
+206
| New | +$3.04K | ﹤0.01% | 3715 |
|
|
2022
Q1 | – | Sell |
-110
| Closed | -$2K | – | 4562 |
|
|
2021
Q4 | $2K | Sell |
110
-647
| -85% | -$12.6K | ﹤0.01% | 2787 |
|
|
2021
Q3 | $18K | Buy |
757
+213
| +39% | +$5.76K | ﹤0.01% | 2029 |
|
|
2021
Q2 | $17K | Hold |
544
| – | – | ﹤0.01% | 2003 |
|
|
2021
Q1 | $15K | Buy |
544
+208
| +62% | +$6.28K | ﹤0.01% | 1967 |
|
|
2020
Q4 | $10K | Buy |
+336
| New | +$8.13K | ﹤0.01% | 2074 |
|
|
2020
Q3 | – | Sell |
-33
| Closed | -$770 | – | 2907 |
|
|
2020
Q2 | $1K | Hold |
33
| – | – | ﹤0.01% | 2543 |
|
|
2020
Q1 | $1K | Hold |
33
| – | – | ﹤0.01% | 2540 |
|
|
2019
Q4 | $1K | Hold |
33
| – | – | ﹤0.01% | 2673 |
|
|
2019
Q3 | $1K | Buy |
+33
| New | +$833 | ﹤0.01% | 2864 |
|
|
2019
Q1 | – | Sell |
-747
| Closed | -$29K | – | 2787 |
|
|
2018
Q4 | $29K | Sell |
747
-125
| -14% | -$5.28K | ﹤0.01% | 1918 |
|
|
2018
Q3 | $35K | Buy |
872
+531
| +156% | +$22.1K | ﹤0.01% | 2106 |
|
|
2018
Q2 | $15K | Hold |
341
| – | – | ﹤0.01% | 2644 |
|
|
2018
Q1 | $18K | Hold |
341
| – | – | ﹤0.01% | 2441 |
|
|
2017
Q4 | $18K | Hold |
341
| – | – | ﹤0.01% | 2477 |
|
|
2017
Q3 | $18K | Hold |
341
| – | – | ﹤0.01% | 2665 |
|
|
2017
Q2 | $16K | Hold |
341
| – | – | ﹤0.01% | 2707 |
|
|
2017
Q1 | $15K | Sell |
341
-353
| -51% | -$14.5K | ﹤0.01% | 2674 |
|
|
2016
Q4 | $27K | Hold |
694
| – | – | ﹤0.01% | 2265 |
|
|
2016
Q3 | $27K | Buy |
694
+141
| +25% | +$5.53K | ﹤0.01% | 2214 |
|
|
2016
Q2 | $23K | Buy |
+553
| New | +$21.2K | ﹤0.01% | 2259 |
|
|
2016
Q1 | – | Sell |
-860
| Closed | -$30K | – | 2808 |
|
|
2015
Q4 | $30K | Buy |
+860
| New | +$31.3K | ﹤0.01% | 1916 |
|
Other funds holding HCSG
RA
IFP Advisors's HCSG Position: Q2 2026 in Review
IFP Advisors reduced its Healthcare Services Group (HCSG) stake by 11% in Q2 2026, selling an estimated $3.1K and leaving 1,249 shares worth $30.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2711.
IFP Advisors first reported a position in HCSG in Q4 2015 and has held it in 30 quarters since. The position peaked at $35K in Q3 2018. 274 funds tracked by Wall St. Rank hold HCSG as of Q2 2026.
- IFP Advisors held 1,249 shares of Healthcare Services Group worth $30.7K as of Q2 2026.
- IFP Advisors sold 147 Healthcare Services Group shares in Q2 2026, an estimated $3.1K.
- Healthcare Services Group made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2711 holding.
- IFP Advisors first reported a position in Healthcare Services Group in Q4 2015 and has held it in 30 quarters since.
- IFP Advisors's Healthcare Services Group position peaked at $35K in Q3 2018.
- 274 funds tracked by Wall St. Rank held Healthcare Services Group as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.