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Trail Ridge Investment Advisors’s Healthcare Services Group HCSG Stock Holding History

Trail Ridge Investment Advisors’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 		$513K Buy
27,653
+1,038
+4% +$20.5K 0.22% 69
2025
Q4 		$509K Buy
26,615
+2,306
+9% +$41.5K 0.22% 71
2025
Q3 		$409K Buy
24,309
+609
+3% +$9.06K 0.18% 81
2025
Q2 		$308K Buy
23,700
+467
+2% +$6.19K 0.15% 85
2025
Q1 		$234K Buy
23,233
+1,048
+5% +$11.5K 0.12% 95
2024
Q4 		$258K Buy
22,185
+180
+0.8% +$2.05K 0.12% 96
2024
Q3 		$233K Sell
22,005
-99
-0.4% -$1.09K 0.11% 102
2024
Q2 		$234K Buy
+22,104
New +$245K 0.12% 98

Other funds holding HCSG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Trail Ridge Investment Advisors's HCSG Position: Q1 2026 in Review

Trail Ridge Investment Advisors increased its Healthcare Services Group (HCSG) stake by 3.9% in Q1 2026, buying an estimated $20.5K and bringing the position to 27,653 shares worth $513K. The position accounts for 0.22% of the portfolio, ranked #69.

Trail Ridge Investment Advisors first reported a position in HCSG in Q2 2024 and has held it in 8 quarters since. 260 funds tracked by Wall St. Rank hold HCSG as of Q1 2026.

  • Trail Ridge Investment Advisors held 27,653 shares of Healthcare Services Group worth $513K as of Q1 2026.
  • Trail Ridge Investment Advisors bought 1,038 Healthcare Services Group shares in Q1 2026, an estimated $20.5K.
  • Healthcare Services Group made up 0.22% of Trail Ridge Investment Advisors's portfolio in Q1 2026, its #69 holding.
  • Trail Ridge Investment Advisors first reported a position in Healthcare Services Group in Q2 2024 and has held it in 8 quarters since.
  • 260 funds tracked by Wall St. Rank held Healthcare Services Group as of Q1 2026.

Based on Trail Ridge Investment Advisors's 13F filing for Q1 2026, filed 5 May 2026.