SSG
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Summit Securities Group’s Healthcare Services Group HCSG Stock Holding History

Summit Securities Group’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
2025
Q3 		– Sell
-2,126
Closed -$32K – 1163
2025
Q2 		$32K Buy
+2,126
New +$28.2K 0.01% 612
2014
Q2 		– Sell
-100
Closed -$3K – 607
2014
Q1 		$3K Buy
+100
New +$2.74K ﹤0.01% 333

Other funds holding HCSG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
8KM
8 Knots Management Dallas, Texas $868M AUM 30.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Securities Group's HCSG Position: Q3 2025 in Review

Summit Securities Group sold out of Healthcare Services Group (HCSG) in Q3 2025, closing a stake of 2,126 shares — an estimated $32K sold.

Summit Securities Group first reported a position in HCSG in Q1 2014 and held it in 2 quarters. The position peaked at $32K in Q2 2025. 223 funds tracked by Wall St. Rank hold HCSG as of Q3 2025.

  • Summit Securities Group reported no remaining Healthcare Services Group position as of Q3 2025 after selling out during the quarter.
  • Summit Securities Group sold 2,126 Healthcare Services Group shares in Q3 2025, an estimated $32K.
  • Summit Securities Group first reported a position in Healthcare Services Group in Q1 2014 and held it in 2 quarters.
  • Summit Securities Group's Healthcare Services Group position peaked at $32K in Q2 2025.
  • 223 funds tracked by Wall St. Rank held Healthcare Services Group as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.