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Plante Moran Financial Advisors’s Healthcare Services Group HCSG Stock Holding History

Plante Moran Financial 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 		$810 Buy
+33
New +$697 ﹤0.01% 970
2021
Q4 		– Sell
-205
Closed -$5K – 1043
2021
Q3 		$5K Buy
+205
New +$5.54K ﹤0.01% 783

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Plante Moran Financial Advisors's HCSG Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Healthcare Services Group (HCSG) in Q2 2026: 33 shares worth $810. The stake represents ﹤0.01% of the portfolio and ranks #970 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in HCSG as recently as Q3 2021.

Plante Moran Financial Advisors first reported a position in HCSG in Q3 2021 and has held it in 2 quarters since. The position peaked at $5K in Q3 2021. 274 funds tracked by Wall St. Rank hold HCSG as of Q2 2026.

  • Plante Moran Financial Advisors held 33 shares of Healthcare Services Group worth $810 as of Q2 2026.
  • Healthcare Services Group was a new Plante Moran Financial Advisors position in Q2 2026.
  • Healthcare Services Group made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #970 holding.
  • Plante Moran Financial Advisors first reported a position in Healthcare Services Group in Q3 2021 and has held it in 2 quarters since.
  • Plante Moran Financial Advisors's Healthcare Services Group position peaked at $5K in Q3 2021.
  • 274 funds tracked by Wall St. Rank held Healthcare Services Group as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.