MassMutual Private Wealth & Trust’s Healthcare Services Group HCSG Stock Holding History

MassMutual Private Wealth & Trust’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	$540	Sell	22 -51	-70%	-$1.08K	﹤0.01%	2262
2026 Q1	$1.35K	Hold	73	–	–	﹤0.01%	2067
2025 Q4	$1.4K	Hold	73	–	–	﹤0.01%	2080
2025 Q3	$1.23K	Hold	73	–	–	﹤0.01%	2109
2025 Q2	$1.1K	Buy	73 +38	+109%	+$504	﹤0.01%	2101
2025 Q1	$353	Hold	35	–	–	﹤0.01%	2263
2024 Q4	$407	Hold	35	–	–	﹤0.01%	2174
2024 Q3	$391	Buy	+35	New	+$384	﹤0.01%	2010
2023 Q2	–	Sell	-12	Closed	-$166	–	1957
2023 Q1	$166	Hold	12	–	–	﹤0.01%	1771
2022 Q4	$0	Buy	+12	New	+$158	﹤0.01%	1721
2022 Q2	–	Sell	-85	Closed	-$2K	–	1591
2022 Q1	$2K	Sell	85 -47	-36%	-$811	﹤0.01%	1155
2021 Q4	$2K	Buy	+132	New	+$2.57K	﹤0.01%	1099
2018 Q3	–	Sell	-64	Closed	-$2.76K	–	1029
2018 Q2	$2.76K	Buy	+64	New	+$2.54K	﹤0.01%	816

Other funds holding HCSG

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

SAM

Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

MUAMU

Mitsubishi UFJ Asset Management (UK) London, United Kingdom $215M AUM 47.21% 1-Year Est. Return

MassMutual Private Wealth & Trust's HCSG Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Healthcare Services Group (HCSG) stake by 70% in Q2 2026, selling an estimated $1.08K and leaving 22 shares worth $540. The position accounts for ﹤0.01% of the portfolio, ranked #2262.

MassMutual Private Wealth & Trust first reported a position in HCSG in Q2 2018 and has held it in 13 quarters since. The position peaked at $2.76K in Q2 2018. 54 funds tracked by Wall St. Rank hold HCSG as of Q2 2026.

MassMutual Private Wealth & Trust held 22 shares of Healthcare Services Group worth $540 as of Q2 2026.
MassMutual Private Wealth & Trust sold 51 Healthcare Services Group shares in Q2 2026, an estimated $1.08K.
Healthcare Services Group made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #2262 holding.
MassMutual Private Wealth & Trust first reported a position in Healthcare Services Group in Q2 2018 and has held it in 13 quarters since.
MassMutual Private Wealth & Trust's Healthcare Services Group position peaked at $2.76K in Q2 2018.
54 funds tracked by Wall St. Rank held Healthcare Services Group as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.