Steward Partners Investment Advisory, LLC
Position in HCSG — Healthcare Services Group Inc
CIK 1723397
STAMFORD, CT
Position in HCSG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$343
-$353 QoQ
Shares Held
14
-65.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#262
of 272 holders
Holding Since
Sep 2020
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HCSG Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $3,853,095 across 24 Medical Care Facilities names. HCSG ranks #20 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
2,597 | $1,012,544 | |
| 2 | FMS |
Fresenius Medical Care AG
|
20,853 | $471,486 | |
| 3 | ASTH |
Astrana Health, Inc.
|
9,896 | $459,273 | |
| 4 | DVA |
Davita Inc.
|
1,964 | $436,950 | |
| 5 | THC |
Tenet Healthcare Corp
|
1,942 | $363,309 | |
| 6 | UHS |
Universal Health Services Inc
|
2,334 | $347,042 | |
| 7 | EHC |
Encompass Health Corp
|
2,825 | $285,551 | |
| 8 | CHE |
Chemed Corp
|
460 | $214,240 |
All Filings in HCSG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $343 | 14 | Shares | Sole | 2026-08-13 | |
| 2022-06-30 | $696 | 40 | Shares | Sole | 2022-08-04 | |
| 2020-09-30 | $1,507 | 70 | Shares | Sole | 2020-10-30 | |
| No filing history on record for this holder in this stock. | ||||||