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Twin Peaks Wealth Advisors’s Healthcare Services Group HCSG Stock Holding History

Twin Peaks Wealth 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 		$260 Buy
+14
New +$276 ﹤0.01% 2134
2025
Q3 		– Sell
-55
Closed -$816 – 1002
2025
Q2 		$816 Buy
+55
New +$729 ﹤0.01% 1816

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

Twin Peaks Wealth Advisors's HCSG Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Healthcare Services Group (HCSG) in Q1 2026: 14 shares worth $260. The stake represents ﹤0.01% of the portfolio and ranks #2134 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in HCSG as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in HCSG in Q2 2025 and has held it in 2 quarters since. The position peaked at $816 in Q2 2025. 260 funds tracked by Wall St. Rank hold HCSG as of Q1 2026.

  • Twin Peaks Wealth Advisors held 14 shares of Healthcare Services Group worth $260 as of Q1 2026.
  • Healthcare Services Group was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Healthcare Services Group made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #2134 holding.
  • Twin Peaks Wealth Advisors first reported a position in Healthcare Services Group in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Healthcare Services Group position peaked at $816 in Q2 2025.
  • 260 funds tracked by Wall St. Rank held Healthcare Services Group as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.