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Unison Advisors’s Healthcare Services Group HCSG Stock Holding History

Unison 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
2025
Q4 		– Sell
-34,087
Closed -$574K – 190
2025
Q3 		$574K Hold
34,087
– – 0.05% 152
2025
Q2 		$512K Hold
34,087
– – 0.06% 152
2025
Q1 		$344K Hold
34,087
– – 0.04% 164
2024
Q4 		$396K Hold
34,087
– – 0.05% 163
2024
Q3 		$381K Hold
34,087
– – 0.05% 165
2024
Q2 		$361K Hold
34,087
– – 0.05% 160
2024
Q1 		$425K Hold
34,087
– – 0.04% 156
2023
Q4 		$353K Hold
34,087
– – 0.04% 163
2023
Q3 		$356K Hold
34,087
– – 0.04% 159
2023
Q2 		$509K Hold
34,087
– – 0.06% 135
2023
Q1 		$473K Buy
34,087
+687
+2% +$9.04K 0.05% 136
2022
Q4 		$401K Buy
33,400
+428
+1% +$5.65K 0.05% 151
2022
Q3 		$398K Buy
32,972
+8,341
+34% +$123K 0.07% 137
2022
Q2 		$429K Hold
24,631
– – 0.11% 109
2022
Q1 		$457K Buy
+24,631
New +$425K 0.11% 109

Other funds holding HCSG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $2.3B AUM 29.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Unison Advisors's HCSG Position: Q4 2025 in Review

Unison Advisors sold out of Healthcare Services Group (HCSG) in Q4 2025, closing a stake of 34,087 shares — an estimated $574K sold.

Unison Advisors first reported a position in HCSG in Q1 2022 and held it in 15 quarters. The position peaked at $574K in Q3 2025. 249 funds tracked by Wall St. Rank hold HCSG as of Q4 2025.

  • Unison Advisors reported no remaining Healthcare Services Group position as of Q4 2025 after selling out during the quarter.
  • Unison Advisors sold 34,087 Healthcare Services Group shares in Q4 2025, an estimated $574K.
  • Unison Advisors first reported a position in Healthcare Services Group in Q1 2022 and held it in 15 quarters.
  • Unison Advisors's Healthcare Services Group position peaked at $574K in Q3 2025.
  • 249 funds tracked by Wall St. Rank held Healthcare Services Group as of Q4 2025.

Based on Unison Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.