Bank of Montreal’s Healthcare Services Group HCSG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $202K | Buy |
+8,245
| New | +$174K | ﹤0.01% | 2998 |
|
|
2025
Q3 | – | Sell |
-12,834
| Closed | -$193K | – | 3651 |
|
|
2025
Q2 | $193K | Sell |
12,834
-1,357
| -10% | -$18K | ﹤0.01% | 2819 |
|
|
2025
Q1 | $143K | Buy |
14,191
+4,059
| +40% | +$44.5K | ﹤0.01% | 2827 |
|
|
2024
Q4 | $118K | Buy |
+10,132
| New | +$116K | ﹤0.01% | 2911 |
|
|
2024
Q2 | – | Sell |
-11,738
| Closed | -$147K | – | 4023 |
|
|
2024
Q1 | $147K | Sell |
11,738
-4,635
| -28% | -$51.4K | ﹤0.01% | 3170 |
|
|
2023
Q4 | $170K | Buy |
16,373
+351
| +2% | +$3.5K | ﹤0.01% | 3187 |
|
|
2023
Q3 | $181K | Sell |
16,022
-16,638
| -51% | -$207K | ﹤0.01% | 3101 |
|
|
2023
Q2 | $490K | Buy |
32,660
+10,449
| +47% | +$151K | ﹤0.01% | 2616 |
|
|
2023
Q1 | $310K | Sell |
22,211
-53,392
| -71% | -$703K | ﹤0.01% | 2763 |
|
|
2022
Q4 | $924K | Sell |
75,603
-1,117
| -1% | -$14.7K | ﹤0.01% | 2229 |
|
|
2022
Q3 | $1.06M | Sell |
76,720
-145,350
| -65% | -$2.14M | ﹤0.01% | 2138 |
|
|
2022
Q2 | $3.85M | Sell |
222,070
-168,816
| -43% | -$2.91M | ﹤0.01% | 1554 |
|
|
2022
Q1 | $7.17M | Sell |
390,886
-9,466
| -2% | -$163K | ﹤0.01% | 1318 |
|
|
2021
Q4 | $6.97M | Buy |
400,352
+366,905
| +1,097% | +$7.13M | ﹤0.01% | 1104 |
|
|
2021
Q3 | $852K | Buy |
33,447
+17,977
| +116% | +$486K | ﹤0.01% | 2582 |
|
|
2021
Q2 | $494K | Sell |
15,470
-1,300
| -8% | -$39.5K | ﹤0.01% | 2822 |
|
|
2021
Q1 | $475K | Sell |
16,770
-11,291
| -40% | -$341K | ﹤0.01% | 2667 |
|
|
2020
Q4 | $861K | Buy |
28,061
+8,177
| +41% | +$198K | ﹤0.01% | 2343 |
|
|
2020
Q3 | $450K | Sell |
19,884
-3,021
| -13% | -$70.5K | ﹤0.01% | 2371 |
|
|
2020
Q2 | $545K | Buy |
22,905
+10,528
| +85% | +$249K | ﹤0.01% | 2221 |
|
|
2020
Q1 | $275K | Sell |
12,377
-12,841
| -51% | -$330K | ﹤0.01% | 2223 |
|
|
2019
Q4 | $613K | Sell |
25,218
-179,031
| -88% | -$4.44M | ﹤0.01% | 2552 |
|
|
2019
Q3 | $4.96M | Sell |
204,249
-92,777
| -31% | -$2.34M | ﹤0.01% | 1210 |
|
|
2019
Q2 | $9.01M | Buy |
297,026
+2,542
| +0.9% | +$84K | 0.01% | 942 |
|
|
2019
Q1 | $9.71M | Sell |
294,484
-1,100
| -0.4% | -$42.1K | 0.01% | 860 |
|
|
2018
Q4 | $11.9M | Buy |
295,584
+6,162
| +2% | +$261K | 0.01% | 730 |
|
|
2018
Q3 | $11.8M | Buy |
289,422
+277,020
| +2,234% | +$11.5M | 0.01% | 842 |
|
|
2018
Q2 | $536K | Buy |
12,402
+1,630
| +15% | +$64.7K | ﹤0.01% | 2308 |
|
|
2018
Q1 | $468K | Sell |
10,772
-701
| -6% | -$34.3K | ﹤0.01% | 2247 |
|
|
2017
Q4 | $604K | Sell |
11,473
-650
| -5% | -$34.1K | ﹤0.01% | 2197 |
|
|
2017
Q3 | $654K | Hold |
12,123
| – | – | ﹤0.01% | 2155 |
|
|
2017
Q2 | $567K | Buy |
12,123
+260
| +2% | +$12K | ﹤0.01% | 2215 |
|
|
2017
Q1 | $512K | Sell |
11,863
-3,481
| -23% | -$143K | ﹤0.01% | 2099 |
|
|
2016
Q4 | $597K | Sell |
15,344
-6,350
| -29% | -$243K | ﹤0.01% | 2064 |
|
|
2016
Q3 | $859K | Buy |
21,694
+6,350
| +41% | +$249K | ﹤0.01% | 1888 |
|
|
2016
Q2 | $635K | Sell |
15,344
-1,095
| -7% | -$42K | ﹤0.01% | 2016 |
|
|
2016
Q1 | $605K | Buy |
16,439
+5,884
| +56% | +$204K | ﹤0.01% | 1968 |
|
|
2015
Q4 | $368K | Buy |
10,555
+3,405
| +48% | +$124K | ﹤0.01% | 2117 |
|
|
2015
Q3 | $241K | Buy |
7,150
+1,813
| +34% | +$61.3K | ﹤0.01% | 2173 |
|
|
2015
Q2 | $177K | Buy |
5,337
+3,293
| +161% | +$104K | ﹤0.01% | 2462 |
|
|
2015
Q1 | $66K | Sell |
2,044
-1,792
| -47% | -$57.9K | ﹤0.01% | 2807 |
|
|
2014
Q4 | $119K | Hold |
3,836
| – | – | ﹤0.01% | 2687 |
|
|
2014
Q3 | $110K | Sell |
3,836
-1,727
| -31% | -$48.1K | ﹤0.01% | 2781 |
|
|
2014
Q2 | $163K | Buy |
5,563
+3,037
| +120% | +$89.6K | ﹤0.01% | 2596 |
|
|
2014
Q1 | $74K | Buy |
2,526
+498
| +25% | +$13.7K | ﹤0.01% | 2940 |
|
|
2013
Q4 | $58K | Sell |
2,028
-27
| -1% | -$740 | ﹤0.01% | 2797 |
|
|
2013
Q3 | $53K | Sell |
2,055
-13
| -0.6% | -$326 | ﹤0.01% | 2798 |
|
|
2013
Q2 | $50K | Buy |
+2,068
| New | +$47.7K | ﹤0.01% | 2719 |
|
Other funds holding HCSG
RA
Bank of Montreal's HCSG Position: Q2 2026 in Review
Bank of Montreal opened a new position in Healthcare Services Group (HCSG) in Q2 2026: 8,245 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #2998 among its holdings. This is a return to the name: Bank of Montreal previously reported a position in HCSG as recently as Q2 2025.
Bank of Montreal first reported a position in HCSG in Q2 2013 and has held it in 48 quarters since. The position peaked at $11.9M in Q4 2018. 274 funds tracked by Wall St. Rank hold HCSG as of Q2 2026.
- Bank of Montreal held 8,245 shares of Healthcare Services Group worth $202K as of Q2 2026.
- Healthcare Services Group was a new Bank of Montreal position in Q2 2026.
- Healthcare Services Group made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2998 holding.
- Bank of Montreal first reported a position in Healthcare Services Group in Q2 2013 and has held it in 48 quarters since.
- Bank of Montreal's Healthcare Services Group position peaked at $11.9M in Q4 2018.
- 274 funds tracked by Wall St. Rank held Healthcare Services Group as of Q2 2026.
Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.