Mackenzie Financial
HCSG icon

Mackenzie Financial’s Healthcare Services Group HCSG Stock Holding History

Mackenzie Financial’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
Q1 		$49.6M Sell
2,672,214
-877,575
-25% -$17.3M 0.06% 258
2025
Q4 		$70.1M Sell
3,549,789
-494,899
-12% -$8.9M 0.08% 198
2025
Q3 		$68.1M Sell
4,044,688
-83,811
-2% -$1.25M 0.08% 209
2025
Q2 		$62.1M Sell
4,128,499
-435
-0% -$5.77K 0.08% 204
2025
Q1 		$41.6M Buy
4,128,934
+34,037
+0.8% +$373K 0.06% 239
2024
Q4 		$47.6M Sell
4,094,897
-38,175
-0.9% -$435K 0.06% 227
2024
Q3 		$46.2M Sell
4,133,072
-17,331
-0.4% -$190K 0.06% 234
2024
Q2 		$43.9M Sell
4,150,403
-23,879
-0.6% -$265K 0.07% 229
2024
Q1 		$52.1M Buy
4,174,282
+53,361
+1% +$592K 0.08% 214
2023
Q4 		$42.7M Buy
4,120,921
+12,050
+0.3% +$120K 0.06% 232
2023
Q3 		$42.1M Sell
4,108,871
-16,739
-0.4% -$208K 0.07% 220
2023
Q2 		$61.3M Sell
4,125,610
-15,415
-0.4% -$223K 0.09% 184
2023
Q1 		$57.4M Sell
4,141,025
-32,420
-0.8% -$427K 0.09% 204
2022
Q4 		$50.1M Sell
4,173,445
-35,320
-0.8% -$466K 0.08% 200
2022
Q3 		$50.9M Sell
4,208,765
-9,400
-0.2% -$139K 0.09% 202
2022
Q2 		$73.4M Sell
4,218,165
-13,310
-0.3% -$230K 0.12% 174
2022
Q1 		$78.6M Sell
4,231,475
-916
-0% -$15.8K 0.11% 184
2021
Q4 		$75.3M Sell
4,232,391
-16,563
-0.4% -$322K 0.1% 195
2021
Q3 		$106M Sell
4,248,954
-27,869
-0.7% -$754K 0.15% 154
2021
Q2 		$135M Sell
4,276,823
-26,176
-0.6% -$796K 0.19% 135
2021
Q1 		$121M Sell
4,302,999
-219,876
-5% -$6.64M 0.18% 130
2020
Q4 		$127M Buy
4,522,875
+22,333
+0.5% +$540K 0.27% 108
2020
Q3 		$96.9M Buy
4,500,542
+215,881
+5% +$5.04M 0.24% 119
2020
Q2 		$105M Buy
4,284,661
+14,200
+0.3% +$336K 0.28% 108
2020
Q1 		$102M Sell
4,270,461
-14,600
-0.3% -$375K 0.33% 82
2019
Q4 		$104M Buy
4,285,061
+525,314
+14% +$13M 0.26% 106
2019
Q3 		$91.3M Buy
3,759,747
+686,800
+22% +$17.3M 0.24% 107
2019
Q2 		$93.2M Buy
3,072,947
+1,169,018
+61% +$38.6M 0.24% 103
2019
Q1 		$62.8M Buy
+1,903,929
New +$72.9M 0.15% 151
2016
Q4 		– Sell
-17,483
Closed -$692K – 680
2016
Q3 		$692K Sell
17,483
-10,104
-37% -$396K ﹤0.01% 463
2016
Q2 		$1.14M Sell
27,587
-1,151
-4% -$44.2K 0.01% 576
2016
Q1 		$1.06M Sell
28,738
-13,214
-31% -$459K 0.01% 496
2015
Q4 		$1.46M Hold
41,952
– – 0.01% 471
2015
Q3 		$1.41M Sell
41,952
-1,687
-4% -$57K 0.01% 473
2015
Q2 		$1.44M Buy
43,639
+14,030
+47% +$442K 0.01% 494
2015
Q1 		$951K Sell
29,609
-6,140
-17% -$198K 0.01% 563
2014
Q4 		$1.11M Hold
35,749
– – 0.01% 518
2014
Q3 		$1.02M Buy
35,749
+4,984
+16% +$139K 0.01% 500
2014
Q2 		$906K Sell
30,765
-11,304
-27% -$334K ﹤0.01% 526
2014
Q1 		$1.22M Buy
42,069
+8,885
+27% +$244K 0.01% 458
2013
Q4 		$941K Hold
33,184
– – ﹤0.01% 503
2013
Q3 		$855K Buy
+33,184
New +$832K ﹤0.01% 510

Other funds holding HCSG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mackenzie Financial's HCSG Position: Q1 2026 in Review

Mackenzie Financial reduced its Healthcare Services Group (HCSG) stake by 25% in Q1 2026, selling an estimated $17.3M and leaving 2,672,214 shares worth $49.6M. The position accounts for 0.06% of the portfolio, ranked #258.

Mackenzie Financial first reported a position in HCSG in Q3 2013 and has held it in 42 quarters since. The position peaked at $135M in Q2 2021. 260 funds tracked by Wall St. Rank hold HCSG as of Q1 2026.

  • Mackenzie Financial held 2,672,214 shares of Healthcare Services Group worth $49.6M as of Q1 2026.
  • Mackenzie Financial sold 877,575 Healthcare Services Group shares in Q1 2026, an estimated $17.3M.
  • Healthcare Services Group made up 0.06% of Mackenzie Financial's portfolio in Q1 2026, its #258 holding.
  • Mackenzie Financial first reported a position in Healthcare Services Group in Q3 2013 and has held it in 42 quarters since.
  • Mackenzie Financial's Healthcare Services Group position peaked at $135M in Q2 2021.
  • 260 funds tracked by Wall St. Rank held Healthcare Services Group as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.