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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
2026
Q2 		$49.3K Buy
+2,007
New +$42.4K ﹤0.01% 587
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 $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

Summit Securities Group's HCSG Position: Q2 2026 in Review

Summit Securities Group opened a new position in Healthcare Services Group (HCSG) in Q2 2026: 2,007 shares worth $49.3K. The stake represents ﹤0.01% of the portfolio and ranks #587 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in HCSG as recently as Q2 2025.

Summit Securities Group first reported a position in HCSG in Q1 2014 and has held it in 3 quarters since. 275 funds tracked by Wall St. Rank hold HCSG as of Q2 2026.

  • Summit Securities Group held 2,007 shares of Healthcare Services Group worth $49.3K as of Q2 2026.
  • Healthcare Services Group was a new Summit Securities Group position in Q2 2026.
  • Healthcare Services Group made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #587 holding.
  • Summit Securities Group first reported a position in Healthcare Services Group in Q1 2014 and has held it in 3 quarters since.
  • 275 funds tracked by Wall St. Rank held Healthcare Services Group as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.