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Matrix Trust Company’s Healthcare Services Group HCSG Stock Holding History

Matrix Trust Company’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 		– Sell
-1,111
Closed -$21K – 133
2026
Q1 		$21K Buy
+1,111
New +$21.9K ﹤0.01% 116

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

Matrix Trust Company's HCSG Position: Q2 2026 in Review

Matrix Trust Company sold out of Healthcare Services Group (HCSG) in Q2 2026, closing a stake of 1,111 shares — an estimated $21K sold.

Matrix Trust Company first reported a position in HCSG in Q1 2026 and held it in 1 quarter. The position peaked at $21K in Q1 2026. 15 funds tracked by Wall St. Rank hold HCSG as of Q2 2026.

  • Matrix Trust Company reported no remaining Healthcare Services Group position as of Q2 2026 after selling out during the quarter.
  • Matrix Trust Company sold 1,111 Healthcare Services Group shares in Q2 2026, an estimated $21K.
  • Matrix Trust Company first reported a position in Healthcare Services Group in Q1 2026 and held it in 1 quarter.
  • Matrix Trust Company's Healthcare Services Group position peaked at $21K in Q1 2026.
  • 15 funds tracked by Wall St. Rank held Healthcare Services Group as of Q2 2026.

Based on Matrix Trust Company's 13F filing for Q2 2026, filed 9 Jul 2026.