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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

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

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. 274 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.
  • 274 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.