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USA Financial Formulas’s Healthcare Services Group HCSG Stock Holding History

USA Financial Formulas’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
Q3 		– Sell
-3,989
Closed -$60K – 292
2025
Q2 		$60K Buy
+3,989
New +$52.9K 0.01% 198
2017
Q4 		– Sell
-7,029
Closed -$379K – 296
2017
Q3 		$379K Buy
+7,029
New +$361K 0.09% 199

Other funds holding HCSG

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $83.3B AUM 31.19% 1-Year Est. Return
8KM
8 Knots Management Dallas, Texas $868M AUM 30.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

USA Financial Formulas's HCSG Position: Q3 2025 in Review

USA Financial Formulas sold out of Healthcare Services Group (HCSG) in Q3 2025, closing a stake of 3,989 shares — an estimated $60K sold.

USA Financial Formulas first reported a position in HCSG in Q3 2017 and held it in 2 quarters. The position peaked at $379K in Q3 2017. 223 funds tracked by Wall St. Rank hold HCSG as of Q3 2025.

  • USA Financial Formulas reported no remaining Healthcare Services Group position as of Q3 2025 after selling out during the quarter.
  • USA Financial Formulas sold 3,989 Healthcare Services Group shares in Q3 2025, an estimated $60K.
  • USA Financial Formulas first reported a position in Healthcare Services Group in Q3 2017 and held it in 2 quarters.
  • USA Financial Formulas's Healthcare Services Group position peaked at $379K in Q3 2017.
  • 223 funds tracked by Wall St. Rank held Healthcare Services Group as of Q3 2025.

Based on USA Financial Formulas's 13F filing for Q3 2025, filed 10 Oct 2025.