VWA
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Valued Wealth Advisors’s Healthcare Services Group HCSG Stock Holding History

Valued 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 		$1.25K Buy
+51
New +$1.08K ﹤0.01% 745

Other funds holding HCSG

PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
UWS
Unique Wealth Strategies Burr Ridge, Illinois $275M AUM 29.58% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
HCMT
Highland Capital Management (Tennessee) Memphis, Tennessee $2.17B AUM 54.74% 1-Year Est. Return

Valued Wealth Advisors's HCSG Position: Q2 2026 in Review

Valued Wealth Advisors opened a new position in Healthcare Services Group (HCSG) in Q2 2026: 51 shares worth $1.25K. The stake represents ﹤0.01% of the portfolio and ranks #745 among its holdings.

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

  • Valued Wealth Advisors held 51 shares of Healthcare Services Group worth $1.25K as of Q2 2026.
  • Healthcare Services Group was a new Valued Wealth Advisors position in Q2 2026.
  • Healthcare Services Group made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #745 holding.
  • 35 funds tracked by Wall St. Rank held Healthcare Services Group as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.