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JPL Wealth Management’s Healthcare Services Group HCSG Stock Holding History

JPL Wealth Management’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 		$74 Sell
3
-4
-57% -$84 ﹤0.01% 1666
2026
Q1 		$130 Buy
+7
New +$138 ﹤0.01% 1450

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

JPL Wealth Management's HCSG Position: Q2 2026 in Review

JPL Wealth Management reduced its Healthcare Services Group (HCSG) stake by 57% in Q2 2026, selling an estimated $84 and leaving 3 shares worth $74. The position accounts for ﹤0.01% of the portfolio, ranked #1666.

JPL Wealth Management first reported a position in HCSG in Q1 2026 and has held it in 2 quarters since. The position peaked at $130 in Q1 2026. 274 funds tracked by Wall St. Rank hold HCSG as of Q2 2026.

  • JPL Wealth Management held 3 shares of Healthcare Services Group worth $74 as of Q2 2026.
  • JPL Wealth Management sold 4 Healthcare Services Group shares in Q2 2026, an estimated $84.
  • Healthcare Services Group made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1666 holding.
  • JPL Wealth Management first reported a position in Healthcare Services Group in Q1 2026 and has held it in 2 quarters since.
  • JPL Wealth Management's Healthcare Services Group position peaked at $130 in Q1 2026.
  • 274 funds tracked by Wall St. Rank held Healthcare Services Group as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.