LPL Financial
HCSG icon

LPL Financial’s Healthcare Services Group HCSG Stock Holding History

LPL Financial’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
Q1 		– Sell
-11,802
Closed -$226K – 6059
2025
Q4 		$226K Buy
11,802
+895
+8% +$16.1K ﹤0.01% 5371
2025
Q3 		$184K Buy
+10,907
New +$162K ﹤0.01% 5377
2025
Q2 		– Sell
-24,217
Closed -$244K – 5620
2025
Q1 		$244K Buy
24,217
+3,169
+15% +$34.7K ﹤0.01% 4721
2024
Q4 		$244K Buy
21,048
+6,591
+46% +$75.1K ﹤0.01% 4681
2024
Q3 		$161K Sell
14,457
-2,017
-12% -$22.1K ﹤0.01% 4787
2024
Q2 		$174K Sell
16,474
-43,838
-73% -$486K ﹤0.01% 4612
2024
Q1 		$753K Buy
60,312
+45,392
+304% +$503K ﹤0.01% 3433
2023
Q4 		$155K Sell
14,920
-2,952
-17% -$29.5K ﹤0.01% 4456
2023
Q3 		$186K Sell
17,872
-617
-3% -$7.67K ﹤0.01% 4272
2023
Q2 		$276K Sell
18,489
-552
-3% -$8K ﹤0.01% 3917
2023
Q1 		$264K Buy
19,041
+7,497
+65% +$98.7K ﹤0.01% 3836
2022
Q4 		$139K Buy
11,544
+355
+3% +$4.69K ﹤0.01% 4085
2022
Q3 		$135K Sell
11,189
-5,432
-33% -$80.1K ﹤0.01% 4044
2022
Q2 		$289K Buy
16,621
+3,084
+23% +$53.2K ﹤0.01% 3656
2022
Q1 		$251K Buy
13,537
+822
+6% +$14.2K ﹤0.01% 3702
2021
Q4 		$226K Buy
12,715
+3,710
+41% +$72.1K ﹤0.01% 3906
2021
Q3 		$225K Sell
9,005
-806
-8% -$21.8K ﹤0.01% 3875
2021
Q2 		$310K Sell
9,811
-293
-3% -$8.91K ﹤0.01% 3569
2021
Q1 		$283K Buy
+10,104
New +$305K ﹤0.01% 3513
2020
Q1 		– Sell
-12,627
Closed -$307K – 3317
2019
Q4 		$307K Buy
12,627
+2,462
+24% +$61K ﹤0.01% 2758
2019
Q3 		$247K Buy
10,165
+2,455
+32% +$62K ﹤0.01% 2834
2019
Q2 		$234K Sell
7,710
-434
-5% -$14.3K ﹤0.01% 2910
2019
Q1 		$269K Sell
8,144
-852
-9% -$32.6K ﹤0.01% 2731
2018
Q4 		$361K Buy
8,996
+502
+6% +$21.2K ﹤0.01% 2313
2018
Q3 		$345K Sell
8,494
-2,391
-22% -$99.3K ﹤0.01% 2553
2018
Q2 		$470K Buy
10,885
+616
+6% +$24.5K ﹤0.01% 2244
2018
Q1 		$446K Buy
10,269
+3,403
+50% +$167K ﹤0.01% 2258
2017
Q4 		$362K Buy
6,866
+190
+3% +$9.96K ﹤0.01% 2326
2017
Q3 		$360K Sell
6,676
-225
-3% -$11.6K ﹤0.01% 2216
2017
Q2 		$323K Buy
6,901
+928
+16% +$42.9K ﹤0.01% 2230
2017
Q1 		$254K Buy
5,973
+483
+9% +$19.9K ﹤0.01% 2327
2016
Q4 		$214K Sell
5,490
-55
-1% -$2.1K ﹤0.01% 2433
2016
Q3 		$220K Sell
5,545
-794
-13% -$31.1K ﹤0.01% 2346
2016
Q2 		$260K Sell
6,339
-13,076
-67% -$502K ﹤0.01% 2184
2016
Q1 		$712K Sell
19,415
-51
-0.3% -$1.77K ﹤0.01% 1922
2015
Q4 		$682K Buy
19,466
+11,576
+147% +$421K ﹤0.01% 1980
2015
Q3 		$270K Buy
7,890
+966
+14% +$32.7K ﹤0.01% 2282
2015
Q2 		$227K Buy
+6,924
New +$218K ﹤0.01% 2535
2014
Q4 		– Sell
-7,918
Closed -$218K – 2756
2014
Q3 		$218K Sell
7,918
-1,966
-20% -$54.7K ﹤0.01% 2387
2014
Q2 		$291K Sell
9,884
-330
-3% -$9.74K ﹤0.01% 2226
2014
Q1 		$297K Sell
10,214
-4,874
-32% -$134K ﹤0.01% 2129
2013
Q4 		$428K Sell
15,088
-60
-0.4% -$1.64K ﹤0.01% 1839
2013
Q3 		$403K Sell
15,148
-11,913
-44% -$299K ﹤0.01% 1800
2013
Q2 		$664K Buy
+27,061
New +$624K ﹤0.01% 1373

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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LPL Financial's HCSG Position: Q1 2026 in Review

LPL Financial sold out of Healthcare Services Group (HCSG) in Q1 2026, closing a stake of 11,802 shares — an estimated $226K sold.

LPL Financial first reported a position in HCSG in Q2 2013 and held it in 44 quarters. The position peaked at $753K in Q1 2024. 260 funds tracked by Wall St. Rank hold HCSG as of Q1 2026.

  • LPL Financial reported no remaining Healthcare Services Group position as of Q1 2026 after selling out during the quarter.
  • LPL Financial sold 11,802 Healthcare Services Group shares in Q1 2026, an estimated $226K.
  • LPL Financial first reported a position in Healthcare Services Group in Q2 2013 and held it in 44 quarters.
  • LPL Financial's Healthcare Services Group position peaked at $753K in Q1 2024.
  • 260 funds tracked by Wall St. Rank held Healthcare Services Group as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.