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Root Financial Partners’s Healthcare Services Group HCSG Stock Holding History

Root Financial Partners’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 		$7.72K Buy
+416
New +$8.21K ﹤0.01% 1780

Other funds holding HCSG

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Root Financial Partners's HCSG Position: Q1 2026 in Review

Root Financial Partners opened a new position in Healthcare Services Group (HCSG) in Q1 2026: 416 shares worth $7.72K. The stake represents ﹤0.01% of the portfolio and ranks #1780 among its holdings.

260 funds tracked by Wall St. Rank hold HCSG as of Q1 2026.

  • Root Financial Partners held 416 shares of Healthcare Services Group worth $7.72K as of Q1 2026.
  • Healthcare Services Group was a new Root Financial Partners position in Q1 2026.
  • Healthcare Services Group made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1780 holding.
  • 260 funds tracked by Wall St. Rank held Healthcare Services Group as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.