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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
Q2 		– Sell
-14
Closed -$260 – 1067
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 $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

Twin Peaks Wealth Advisors's HCSG Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Healthcare Services Group (HCSG) in Q2 2026, closing a stake of 14 shares — an estimated $260 sold.

Twin Peaks Wealth Advisors first reported a position in HCSG in Q2 2025 and held it in 2 quarters. The position peaked at $816 in Q2 2025. 274 funds tracked by Wall St. Rank hold HCSG as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Healthcare Services Group position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 14 Healthcare Services Group shares in Q2 2026, an estimated $260.
  • Twin Peaks Wealth Advisors first reported a position in Healthcare Services Group in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Healthcare Services Group position peaked at $816 in Q2 2025.
  • 274 funds tracked by Wall St. Rank held Healthcare Services Group as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.