JWA
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JFS Wealth Advisors’s Healthcare Services Group HCSG Stock Holding History

JFS 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 		$246 Buy
+10
New +$211 ﹤0.01% 2111
2022
Q4 		– Sell
-2
Closed – – 1970
2022
Q3 		$0 Sell
2
-61
-97% -$899 ﹤0.01% 1806
2022
Q2 		$1K Buy
63
+31
+97% +$535 ﹤0.01% 1541
2022
Q1 		$1K Buy
32
+18
+129% +$311 ﹤0.01% 1648
2021
Q4 		$0 Buy
+14
New +$272 ﹤0.01% 1777

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
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

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

JFS Wealth Advisors opened a new position in Healthcare Services Group (HCSG) in Q2 2026: 10 shares worth $246. The stake represents ﹤0.01% of the portfolio and ranks #2111 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in HCSG as recently as Q3 2022.

JFS Wealth Advisors first reported a position in HCSG in Q4 2021 and has held it in 5 quarters since. The position peaked at $1K in Q2 2022. 15 funds tracked by Wall St. Rank hold HCSG as of Q2 2026.

  • JFS Wealth Advisors held 10 shares of Healthcare Services Group worth $246 as of Q2 2026.
  • Healthcare Services Group was a new JFS Wealth Advisors position in Q2 2026.
  • Healthcare Services Group made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2111 holding.
  • JFS Wealth Advisors first reported a position in Healthcare Services Group in Q4 2021 and has held it in 5 quarters since.
  • JFS Wealth Advisors's Healthcare Services Group position peaked at $1K in Q2 2022.
  • 15 funds tracked by Wall St. Rank held Healthcare Services Group as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.