Wealth Enhancement Advisory Services
HCSG icon

Wealth Enhancement Advisory Services’s Healthcare Services Group HCSG Stock Holding History

Wealth Enhancement Advisory Services’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 		$719K Buy
30,216
+1,651
+6% +$34.9K ﹤0.01% 2353
2026
Q1 		$524K Buy
28,565
+4,008
+16% +$79.1K ﹤0.01% 2281
2025
Q4 		$463K Buy
24,557
+7,507
+44% +$135K ﹤0.01% 2537
2025
Q3 		$271K Buy
+17,050
New +$254K ﹤0.01% 2882

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Vanguard Capital Management
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Wealth Enhancement Advisory Services's HCSG Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Healthcare Services Group (HCSG) stake by 5.8% in Q2 2026, buying an estimated $34.9K and bringing the position to 30,216 shares worth $719K. The position accounts for ﹤0.01% of the portfolio, ranked #2353.

Wealth Enhancement Advisory Services first reported a position in HCSG in Q3 2025 and has held it in 4 quarters since. 274 funds tracked by Wall St. Rank hold HCSG as of Q2 2026.

  • Wealth Enhancement Advisory Services held 30,216 shares of Healthcare Services Group worth $719K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 1,651 Healthcare Services Group shares in Q2 2026, an estimated $34.9K.
  • Healthcare Services Group made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2353 holding.
  • Wealth Enhancement Advisory Services first reported a position in Healthcare Services Group in Q3 2025 and has held it in 4 quarters since.
  • 274 funds tracked by Wall St. Rank held Healthcare Services Group as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.