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Wealthspire Advisors (New York)’s Healthcare Services Group HCSG Stock Holding History

Wealthspire Advisors (New York)’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
-304
Closed -$5.12K – 1825
2025
Q3 		$5.12K Buy
+304
New +$4.52K ﹤0.01% 2329
2019
Q1 		– Sell
-600
Closed -$24K – 362
2018
Q4 		$24K Buy
+600
New +$25.4K ﹤0.01% 305

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
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Ameriprise
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PCM
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (New York)'s HCSG Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Healthcare Services Group (HCSG) in Q4 2025, closing a stake of 304 shares — an estimated $5.12K sold.

Wealthspire Advisors (New York) first reported a position in HCSG in Q4 2018 and held it in 2 quarters. The position peaked at $24K in Q4 2018. 249 funds tracked by Wall St. Rank hold HCSG as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Healthcare Services Group position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 304 Healthcare Services Group shares in Q4 2025, an estimated $5.12K.
  • Wealthspire Advisors (New York) first reported a position in Healthcare Services Group in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Healthcare Services Group position peaked at $24K in Q4 2018.
  • 249 funds tracked by Wall St. Rank held Healthcare Services Group as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.