Raymond James Financial
HCSG icon

Raymond James Financial’s Healthcare Services Group HCSG Stock Holding History

Raymond James Financial’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 		$9.94M Sell
535,669
-6,685
-1% -$132K ﹤0.01% 2031
2025
Q4 		$10.4M Sell
542,354
-30,714
-5% -$553K ﹤0.01% 1934
2025
Q3 		$9.64M Sell
573,068
-2,196
-0.4% -$32.7K ﹤0.01% 1945
2025
Q2 		$8.65M Buy
575,264
+68,441
+14% +$907K ﹤0.01% 1978
2025
Q1 		$5.11M Sell
506,823
-1,913
-0.4% -$21K ﹤0.01% 2314
2024
Q4 		$5.91M Buy
+508,736
New +$5.8M ﹤0.01% 2215

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 $552B AUM 44.19% 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

Raymond James Financial's HCSG Position: Q1 2026 in Review

Raymond James Financial reduced its Healthcare Services Group (HCSG) stake by 1.2% in Q1 2026, selling an estimated $132K and leaving 535,669 shares worth $9.94M. The position accounts for ﹤0.01% of the portfolio, ranked #2031.

Raymond James Financial first reported a position in HCSG in Q4 2024 and has held it in 6 quarters since. The position peaked at $10.4M in Q4 2025. 260 funds tracked by Wall St. Rank hold HCSG as of Q1 2026.

  • Raymond James Financial held 535,669 shares of Healthcare Services Group worth $9.94M as of Q1 2026.
  • Raymond James Financial sold 6,685 Healthcare Services Group shares in Q1 2026, an estimated $132K.
  • Healthcare Services Group made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2031 holding.
  • Raymond James Financial first reported a position in Healthcare Services Group in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Healthcare Services Group position peaked at $10.4M in Q4 2025.
  • 260 funds tracked by Wall St. Rank held Healthcare Services Group as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.