Northwestern Mutual Wealth Management
HCSG icon

Northwestern Mutual Wealth Management’s Healthcare Services Group HCSG Stock Holding History

Northwestern Mutual 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
Q1 		$334 Sell
18
-161
-90% -$3.18K ﹤0.01% 3892
2025
Q4 		$3.42K Buy
179
+111
+163% +$2K ﹤0.01% 3336
2025
Q3 		$1.14K Buy
+68
New +$1.01K ﹤0.01% 3516
2024
Q3 		– Sell
-1,012
Closed -$10.7K – 3702
2024
Q2 		$10.7K Buy
+1,012
New +$11.2K ﹤0.01% 2620
2022
Q2 		– Sell
-833
Closed -$15K – 3295
2022
Q1 		$15K Sell
833
-713
-46% -$12.3K ﹤0.01% 2408
2021
Q4 		$27K Buy
1,546
+1,239
+404% +$24.1K ﹤0.01% 2200
2021
Q3 		$8K Buy
307
+62
+25% +$1.68K ﹤0.01% 2531
2021
Q2 		$8K Hold
245
– – ﹤0.01% 2507
2021
Q1 		$7K Sell
245
-71
-22% -$2.14K ﹤0.01% 2378
2020
Q4 		$9K Buy
316
+71
+29% +$1.72K ﹤0.01% 2220
2020
Q3 		$5K Hold
245
– – ﹤0.01% 2168
2020
Q2 		$6K Hold
245
– – ﹤0.01% 2038
2020
Q1 		$6K Buy
+245
New +$6.3K ﹤0.01% 2018
2019
Q2 		– Sell
-41
Closed -$1K – 2586
2019
Q1 		$1K Sell
41
-832
-95% -$31.9K ﹤0.01% 2414
2018
Q4 		$35K Hold
873
– – ﹤0.01% 1390
2018
Q3 		$35K Hold
873
– – ﹤0.01% 1445
2018
Q2 		$38K Sell
873
-65
-7% -$2.58K ﹤0.01% 1355
2018
Q1 		$41K Sell
938
-38
-4% -$1.86K ﹤0.01% 1279
2017
Q4 		$51K Buy
976
+38
+4% +$1.99K ﹤0.01% 1144
2017
Q3 		$51K Sell
938
-873
-48% -$44.9K ﹤0.01% 1111
2017
Q2 		$85K Hold
1,811
– – ﹤0.01% 934
2017
Q1 		$78K Buy
1,811
+1,246
+221% +$51.2K ﹤0.01% 905
2016
Q4 		$22K Buy
+565
New +$21.6K ﹤0.01% 1325
2016
Q3 		– Sell
-487
Closed -$20K – 735
2016
Q2 		$20K Buy
487
+350
+255% +$13.4K ﹤0.01% 1170
2016
Q1 		$5K Buy
+137
New +$4.76K ﹤0.01% 1638

Other funds holding HCSG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northwestern Mutual Wealth Management's HCSG Position: Q1 2026 in Review

Northwestern Mutual Wealth Management reduced its Healthcare Services Group (HCSG) stake by 90% in Q1 2026, selling an estimated $3.18K and leaving 18 shares worth $334. The position accounts for ﹤0.01% of the portfolio, ranked #3892.

Northwestern Mutual Wealth Management first reported a position in HCSG in Q1 2016 and has held it in 25 quarters since. The position peaked at $85K in Q2 2017. 260 funds tracked by Wall St. Rank hold HCSG as of Q1 2026.

  • Northwestern Mutual Wealth Management held 18 shares of Healthcare Services Group worth $334 as of Q1 2026.
  • Northwestern Mutual Wealth Management sold 161 Healthcare Services Group shares in Q1 2026, an estimated $3.18K.
  • Healthcare Services Group made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #3892 holding.
  • Northwestern Mutual Wealth Management first reported a position in Healthcare Services Group in Q1 2016 and has held it in 25 quarters since.
  • Northwestern Mutual Wealth Management's Healthcare Services Group position peaked at $85K in Q2 2017.
  • 260 funds tracked by Wall St. Rank held Healthcare Services Group as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.