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Intentional Wealth Strategies’s Healthcare Services Group HCSG Stock Holding History

Intentional Wealth Strategies’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 		– Sell
-419
Closed -$7.77K – 417
2026
Q1 		$7.77K Buy
+419
New +$8.27K 0.01% 416

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

Intentional Wealth Strategies's HCSG Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Healthcare Services Group (HCSG) in Q2 2026, closing a stake of 419 shares — an estimated $7.77K sold.

Intentional Wealth Strategies first reported a position in HCSG in Q1 2026 and held it in 1 quarter. The position peaked at $7.77K in Q1 2026. 274 funds tracked by Wall St. Rank hold HCSG as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Healthcare Services Group position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 419 Healthcare Services Group shares in Q2 2026, an estimated $7.77K.
  • Intentional Wealth Strategies first reported a position in Healthcare Services Group in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Healthcare Services Group position peaked at $7.77K in Q1 2026.
  • 274 funds tracked by Wall St. Rank held Healthcare Services Group as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.