Kelleher Financial Advisors’s Healthcare Services Group HCSG Stock Holding History

Kelleher Financial 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	$1.03K	Buy	+42	New	+$887	﹤0.01%	806

Other funds holding HCSG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Kelleher Financial Advisors's HCSG Position: Q2 2026 in Review

Kelleher Financial Advisors opened a new position in Healthcare Services Group (HCSG) in Q2 2026: 42 shares worth $1.03K. The stake represents ﹤0.01% of the portfolio and ranks #806 among its holdings.

273 funds tracked by Wall St. Rank hold HCSG as of Q2 2026.

Kelleher Financial Advisors held 42 shares of Healthcare Services Group worth $1.03K as of Q2 2026.
Healthcare Services Group was a new Kelleher Financial Advisors position in Q2 2026.
Healthcare Services Group made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #806 holding.
273 funds tracked by Wall St. Rank held Healthcare Services Group as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.