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Rothschild Investment LLC’s Healthcare Services Group HCSG Stock Holding History

Rothschild Investment LLC’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 		$5.99K Sell
244
-49
-17% -$1.03K ﹤0.01% 2183
2026
Q1 		$5.43K Buy
293
+120
+69% +$2.37K ﹤0.01% 2011
2025
Q4 		$3.31K Buy
173
+111
+179% +$2K ﹤0.01% 2107
2025
Q3 		$1.04K Sell
62
-113
-65% -$1.68K ﹤0.01% 2554
2025
Q2 		$2.63K Buy
175
+75
+75% +$994 ﹤0.01% 1876
2025
Q1 		$1.01K Buy
100
+15
+18% +$164 ﹤0.01% 2336
2024
Q4 		$987 Buy
85
+5
+6% +$57 ﹤0.01% 2227
2024
Q3 		$894 Buy
+80
New +$878 ﹤0.01% 2251

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

Rothschild Investment LLC's HCSG Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Healthcare Services Group (HCSG) stake by 17% in Q2 2026, selling an estimated $1.03K and leaving 244 shares worth $5.99K. The position accounts for ﹤0.01% of the portfolio, ranked #2183.

Rothschild Investment LLC first reported a position in HCSG in Q3 2024 and has held it in 8 quarters since. 274 funds tracked by Wall St. Rank hold HCSG as of Q2 2026.

  • Rothschild Investment LLC held 244 shares of Healthcare Services Group worth $5.99K as of Q2 2026.
  • Rothschild Investment LLC sold 49 Healthcare Services Group shares in Q2 2026, an estimated $1.03K.
  • Healthcare Services Group made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2183 holding.
  • Rothschild Investment LLC first reported a position in Healthcare Services Group in Q3 2024 and has held it in 8 quarters since.
  • 274 funds tracked by Wall St. Rank held Healthcare Services Group as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.