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Mutual Advisors’s Healthcare Services Group HCSG Stock Holding History

Mutual 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 		– Sell
-36,763
Closed -$682K – 1421
2026
Q1 		$682K Buy
36,763
+6
+0% +$118 0.01% 743
2025
Q4 		$703K Buy
+36,757
New +$661K 0.02% 711

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

Mutual Advisors's HCSG Position: Q2 2026 in Review

Mutual Advisors sold out of Healthcare Services Group (HCSG) in Q2 2026, closing a stake of 36,763 shares — an estimated $682K sold.

Mutual Advisors first reported a position in HCSG in Q4 2025 and held it in 2 quarters. The position peaked at $703K in Q4 2025. 274 funds tracked by Wall St. Rank hold HCSG as of Q2 2026.

  • Mutual Advisors reported no remaining Healthcare Services Group position as of Q2 2026 after selling out during the quarter.
  • Mutual Advisors sold 36,763 Healthcare Services Group shares in Q2 2026, an estimated $682K.
  • Mutual Advisors first reported a position in Healthcare Services Group in Q4 2025 and held it in 2 quarters.
  • Mutual Advisors's Healthcare Services Group position peaked at $703K in Q4 2025.
  • 274 funds tracked by Wall St. Rank held Healthcare Services Group as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.