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Ritholtz Wealth Management’s Healthcare Services Group HCSG Stock Holding History

Ritholtz 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
Q2 		$4.33M Buy
176,149
+20,289
+13% +$429K 0.06% 220
2026
Q1 		$2.89M Buy
155,860
+103,161
+196% +$2.04M 0.05% 284
2025
Q4 		$1.01M Buy
+52,699
New +$948K 0.02% 527

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

Ritholtz Wealth Management's HCSG Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Healthcare Services Group (HCSG) stake by 13% in Q2 2026, buying an estimated $429K and bringing the position to 176,149 shares worth $4.33M. The position accounts for 0.06% of the portfolio, ranked #220.

Ritholtz Wealth Management 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.

  • Ritholtz Wealth Management held 176,149 shares of Healthcare Services Group worth $4.33M as of Q2 2026.
  • Ritholtz Wealth Management bought 20,289 Healthcare Services Group shares in Q2 2026, an estimated $429K.
  • Healthcare Services Group made up 0.06% of Ritholtz Wealth Management's portfolio in Q2 2026, its #220 holding.
  • Ritholtz Wealth Management 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 Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.