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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
Q2 		$625K Sell
25,448
-2,205
-8% -$46.6K 0.26% 58
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 $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

Trail Ridge Investment Advisors's HCSG Position: Q2 2026 in Review

Trail Ridge Investment Advisors reduced its Healthcare Services Group (HCSG) stake by 8% in Q2 2026, selling an estimated $46.6K and leaving 25,448 shares worth $625K. The position accounts for 0.26% of the portfolio, ranked #58.

Trail Ridge Investment Advisors first reported a position in HCSG in Q2 2024 and has held it in 9 quarters since. 274 funds tracked by Wall St. Rank hold HCSG as of Q2 2026.

  • Trail Ridge Investment Advisors held 25,448 shares of Healthcare Services Group worth $625K as of Q2 2026.
  • Trail Ridge Investment Advisors sold 2,205 Healthcare Services Group shares in Q2 2026, an estimated $46.6K.
  • Healthcare Services Group made up 0.26% of Trail Ridge Investment Advisors's portfolio in Q2 2026, its #58 holding.
  • Trail Ridge Investment Advisors first reported a position in Healthcare Services Group in Q2 2024 and has held it in 9 quarters since.
  • 274 funds tracked by Wall St. Rank held Healthcare Services Group as of Q2 2026.

Based on Trail Ridge Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.