UWS
HCSG icon

Unique Wealth Strategies’s Healthcare Services Group HCSG Stock Holding History

Unique Wealth Strategies’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 		$783K Buy
+31,891
New +$674K 0.28% 91

Other funds holding HCSG

CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Unique Wealth Strategies's HCSG Position: Q2 2026 in Review

Unique Wealth Strategies opened a new position in Healthcare Services Group (HCSG) in Q2 2026: 31,891 shares worth $783K. The stake represents 0.28% of the portfolio and ranks #91 among its holdings.

15 funds tracked by Wall St. Rank hold HCSG as of Q2 2026.

  • Unique Wealth Strategies held 31,891 shares of Healthcare Services Group worth $783K as of Q2 2026.
  • Healthcare Services Group was a new Unique Wealth Strategies position in Q2 2026.
  • Healthcare Services Group made up 0.28% of Unique Wealth Strategies's portfolio in Q2 2026, its #91 holding.
  • 15 funds tracked by Wall St. Rank held Healthcare Services Group as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.