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Pinnacle Wealth Planning Services’s Healthcare Services Group HCSG Stock Holding History

Pinnacle Wealth Planning Services’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 		$177K Buy
7,200
+1,650
+30% +$34.8K 0.02% 575
2026
Q1 		$103K Buy
5,550
+1,306
+31% +$25.8K 0.01% 783
2025
Q4 		$81.1K Buy
+4,244
New +$76.3K 0.01% 904

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

Pinnacle Wealth Planning Services's HCSG Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Healthcare Services Group (HCSG) stake by 30% in Q2 2026, buying an estimated $34.8K and bringing the position to 7,200 shares worth $177K. The position accounts for 0.02% of the portfolio, ranked #575.

Pinnacle Wealth Planning Services first reported a position in HCSG in Q4 2025 and has held it in 3 quarters since. 274 funds tracked by Wall St. Rank hold HCSG as of Q2 2026.

  • Pinnacle Wealth Planning Services held 7,200 shares of Healthcare Services Group worth $177K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 1,650 Healthcare Services Group shares in Q2 2026, an estimated $34.8K.
  • Healthcare Services Group made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #575 holding.
  • Pinnacle Wealth Planning Services first reported a position in Healthcare Services Group in Q4 2025 and has held it in 3 quarters since.
  • 274 funds tracked by Wall St. Rank held Healthcare Services Group as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.