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Sound Income Strategies’s Healthcare Services Group HCSG Stock Holding History

Sound Income Strategies’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
-916
Closed -$16.4K – 1280
2026
Q1 		$16.4K Buy
916
+540
+144% +$10.7K ﹤0.01% 1275
2025
Q4 		$7.18K Buy
+376
New +$6.76K ﹤0.01% 1648

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

Sound Income Strategies's HCSG Position: Q2 2026 in Review

Sound Income Strategies sold out of Healthcare Services Group (HCSG) in Q2 2026, closing a stake of 916 shares — an estimated $16.4K sold.

Sound Income Strategies first reported a position in HCSG in Q4 2025 and held it in 2 quarters. The position peaked at $16.4K in Q1 2026. 274 funds tracked by Wall St. Rank hold HCSG as of Q2 2026.

  • Sound Income Strategies reported no remaining Healthcare Services Group position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 916 Healthcare Services Group shares in Q2 2026, an estimated $16.4K.
  • Sound Income Strategies first reported a position in Healthcare Services Group in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's Healthcare Services Group position peaked at $16.4K in Q1 2026.
  • 274 funds tracked by Wall St. Rank held Healthcare Services Group as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.