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Spire Wealth Management’s Healthcare Services Group HCSG Stock Holding History

Spire Wealth Management’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 		– Sell
-451
Closed -$8.62K – 2328
2025
Q4 		$8.62K Buy
+451
New +$8.11K ﹤0.01% 1760
2023
Q3 		– Sell
-500
Closed -$7.46K – 2409
2023
Q2 		$7.46K Hold
500
– – ﹤0.01% 1895
2023
Q1 		$6.93K Hold
500
– – ﹤0.01% 1962
2022
Q4 		$6K Sell
500
-1,719
-77% -$22.7K ﹤0.01% 1781
2022
Q3 		$27K Sell
2,219
-450
-17% -$6.63K ﹤0.01% 1206
2022
Q2 		$46K Sell
2,669
-11,721
-81% -$202K ﹤0.01% 1322
2022
Q1 		$267K Buy
14,390
+8,967
+165% +$155K 0.01% 770
2021
Q4 		$96K Sell
5,423
-8,154
-60% -$159K ﹤0.01% 1419
2021
Q3 		$339K Buy
13,577
+100
+0.7% +$2.71K 0.01% 714
2021
Q2 		$425K Buy
13,477
+2,590
+24% +$78.7K 0.01% 657
2021
Q1 		$305K Buy
+10,887
New +$329K 0.01% 855

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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Spire Wealth Management's HCSG Position: Q1 2026 in Review

Spire Wealth Management sold out of Healthcare Services Group (HCSG) in Q1 2026, closing a stake of 451 shares — an estimated $8.62K sold.

Spire Wealth Management first reported a position in HCSG in Q1 2021 and held it in 11 quarters. The position peaked at $425K in Q2 2021. 260 funds tracked by Wall St. Rank hold HCSG as of Q1 2026.

  • Spire Wealth Management reported no remaining Healthcare Services Group position as of Q1 2026 after selling out during the quarter.
  • Spire Wealth Management sold 451 Healthcare Services Group shares in Q1 2026, an estimated $8.62K.
  • Spire Wealth Management first reported a position in Healthcare Services Group in Q1 2021 and held it in 11 quarters.
  • Spire Wealth Management's Healthcare Services Group position peaked at $425K in Q2 2021.
  • 260 funds tracked by Wall St. Rank held Healthcare Services Group as of Q1 2026.

Based on Spire Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.