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

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Dimensional Fund Advisors
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Fidelity Investments
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Root Financial Partners's HCSG Position: Q2 2026 in Review

Root Financial Partners sold out of Healthcare Services Group (HCSG) in Q2 2026, closing a stake of 416 shares — an estimated $7.72K sold.

Root Financial Partners first reported a position in HCSG in Q1 2026 and held it in 1 quarter. The position peaked at $7.72K in Q1 2026. 274 funds tracked by Wall St. Rank hold HCSG as of Q2 2026.

  • Root Financial Partners reported no remaining Healthcare Services Group position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 416 Healthcare Services Group shares in Q2 2026, an estimated $7.72K.
  • Root Financial Partners first reported a position in Healthcare Services Group in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Healthcare Services Group position peaked at $7.72K in Q1 2026.
  • 274 funds tracked by Wall St. Rank held Healthcare Services Group as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.