Unique Wealth Strategies
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
Q3 		$783K Hold
31,891
– – 0.29% 90
2026
Q2 		$783K Buy
+31,891
New +$674K 0.28% 91

Other funds holding HCSG

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CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Triasima Portfolio Management
Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return
AMI Asset Management
AMI Asset Management Los Angeles, California $1.74B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Trail Ridge Investment Advisors
Trail Ridge Investment Advisors Fort Collins, Colorado $236M AUM 18.14% 1-Year Est. Return
Mitsubishi UFJ Asset Management (UK)
Mitsubishi UFJ Asset Management (UK) London, United Kingdom $213M AUM 36.38% 1-Year Est. Return

Unique Wealth Strategies's HCSG Position: Q3 2026 in Review

Unique Wealth Strategies held its Healthcare Services Group (HCSG) position steady in Q3 2026 at 31,891 shares worth $783K. The position accounts for 0.29% of the portfolio, ranked #90.

Unique Wealth Strategies first reported a position in HCSG in Q2 2026 and has held it in 2 quarters since. 37 funds tracked by Wall St. Rank hold HCSG as of Q3 2026.

  • Unique Wealth Strategies held 31,891 shares of Healthcare Services Group worth $783K as of Q3 2026.
  • Unique Wealth Strategies left its Healthcare Services Group share count unchanged in Q3 2026.
  • Healthcare Services Group made up 0.29% of Unique Wealth Strategies's portfolio in Q3 2026, its #90 holding.
  • Unique Wealth Strategies first reported a position in Healthcare Services Group in Q2 2026 and has held it in 2 quarters since.
  • 37 funds tracked by Wall St. Rank held Healthcare Services Group as of Q3 2026.

Based on Unique Wealth Strategies's 13F filing for Q3 2026, filed 13 Oct 2026.