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Steward Partners Investment Advisory’s Healthcare Services Group HCSG Stock Holding History

Steward Partners Investment Advisory’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 		$344 Buy
+14
New +$296 ﹤0.01% 4491
2022
Q3 		– Sell
-40
Closed -$1K – 3292
2022
Q2 		$1K Buy
+40
New +$690 ﹤0.01% 3119
2020
Q4 		– Sell
-70
Closed -$2K – 2934
2020
Q3 		$2K Buy
+70
New +$1.63K ﹤0.01% 2570
2018
Q4 		– Sell
-44
Closed -$2K – 1340
2018
Q3 		$2K Buy
+44
New +$1.83K ﹤0.01% 2368
2017
Q3 		– Sell
-48
Closed -$2K – 1709
2017
Q2 		$2K Hold
48
– – ﹤0.01% 1416
2017
Q1 		$2K Buy
+48
New +$1.97K ﹤0.01% 1308

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 $3.38T AUM 44.17% 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

Steward Partners Investment Advisory's HCSG Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in Healthcare Services Group (HCSG) in Q2 2026: 14 shares worth $344. The stake represents ﹤0.01% of the portfolio and ranks #4491 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in HCSG as recently as Q2 2022.

Steward Partners Investment Advisory first reported a position in HCSG in Q1 2017 and has held it in 6 quarters since. The position peaked at $2K in Q3 2020. 274 funds tracked by Wall St. Rank hold HCSG as of Q2 2026.

  • Steward Partners Investment Advisory held 14 shares of Healthcare Services Group worth $344 as of Q2 2026.
  • Healthcare Services Group was a new Steward Partners Investment Advisory position in Q2 2026.
  • Healthcare Services Group made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4491 holding.
  • Steward Partners Investment Advisory first reported a position in Healthcare Services Group in Q1 2017 and has held it in 6 quarters since.
  • Steward Partners Investment Advisory's Healthcare Services Group position peaked at $2K in Q3 2020.
  • 274 funds tracked by Wall St. Rank held Healthcare Services Group as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.