Root Financial Partners
HCSG icon

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
Q3 		$7.55K Buy
+369
New +$8.35K ﹤0.01% 2052
2026
Q2 		– Sell
-416
Closed -$7.72K – 1598
2026
Q1 		$7.72K Buy
+416
New +$8.21K ﹤0.01% 1780

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Root Financial Partners's HCSG Position: Q3 2026 in Review

Root Financial Partners opened a new position in Healthcare Services Group (HCSG) in Q3 2026: 369 shares worth $7.55K. The stake represents ﹤0.01% of the portfolio and ranks #2052 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in HCSG as recently as Q1 2026.

Root Financial Partners first reported a position in HCSG in Q1 2026 and has held it in 2 quarters since. The position peaked at $7.72K in Q1 2026. 214 funds tracked by Wall St. Rank hold HCSG as of Q3 2026.

  • Root Financial Partners held 369 shares of Healthcare Services Group worth $7.55K as of Q3 2026.
  • Healthcare Services Group was a new Root Financial Partners position in Q3 2026.
  • Healthcare Services Group made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2052 holding.
  • Root Financial Partners first reported a position in Healthcare Services Group in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's Healthcare Services Group position peaked at $7.72K in Q1 2026.
  • 214 funds tracked by Wall St. Rank held Healthcare Services Group as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.