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True Wealth Design’s Healthcare Services Group HCSG Stock Holding History

True Wealth Design’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 		$5.23K Sell
213
-48
-18% -$1.01K ﹤0.01% 1305
2026
Q1 		$4.84K Sell
261
-16
-6% -$316 ﹤0.01% 1223
2025
Q4 		$5.3K Buy
277
+82
+42% +$1.48K ﹤0.01% 1069
2025
Q3 		$3.28K Buy
195
+194
+19,400% +$2.89K ﹤0.01% 1267
2025
Q2 		$16 Buy
+1
New +$13 ﹤0.01% 2525
2025
Q1 		– Sell
-3
Closed -$35 – 2665
2024
Q4 		$35 Sell
3
-54
-95% -$616 ﹤0.01% 1327
2024
Q3 		$637 Buy
+57
New +$625 ﹤0.01% 1056

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

True Wealth Design's HCSG Position: Q2 2026 in Review

True Wealth Design reduced its Healthcare Services Group (HCSG) stake by 18% in Q2 2026, selling an estimated $1.01K and leaving 213 shares worth $5.23K. The position accounts for ﹤0.01% of the portfolio, ranked #1305.

True Wealth Design first reported a position in HCSG in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.3K in Q4 2025. 274 funds tracked by Wall St. Rank hold HCSG as of Q2 2026.

  • True Wealth Design held 213 shares of Healthcare Services Group worth $5.23K as of Q2 2026.
  • True Wealth Design sold 48 Healthcare Services Group shares in Q2 2026, an estimated $1.01K.
  • Healthcare Services Group made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1305 holding.
  • True Wealth Design first reported a position in Healthcare Services Group in Q3 2024 and has held it in 7 quarters since.
  • True Wealth Design's Healthcare Services Group position peaked at $5.3K in Q4 2025.
  • 274 funds tracked by Wall St. Rank held Healthcare Services Group as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.