AE Wealth Management’s HCA Healthcare HCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $1.11M | Sell |
2,608
-1,507
| -37% | -$618K | ﹤0.01% | 903 |
|
|
2026
Q2 | $1.6M | Buy |
4,115
+1,261
| +44% | +$533K | 0.01% | 740 |
|
|
2026
Q1 | $1.35M | Sell |
2,854
-689
| -19% | -$347K | 0.01% | 765 |
|
|
2025
Q4 | $1.65M | Sell |
3,543
-1,480
| -29% | -$687K | 0.01% | 663 |
|
|
2025
Q3 | $2.14M | Sell |
5,023
-525
| -9% | -$203K | 0.01% | 548 |
|
|
2025
Q2 | $2.13M | Sell |
5,548
-7,069
| -56% | -$2.55M | 0.02% | 524 |
|
|
2025
Q1 | $4.36M | Buy |
12,617
+197
| +2% | +$63.4K | 0.04% | 365 |
|
|
2024
Q4 | $3.73M | Sell |
12,420
-1,549
| -11% | -$541K | 0.03% | 399 |
|
|
2024
Q3 | $5.68M | Sell |
13,969
-1,879
| -12% | -$688K | 0.05% | 310 |
|
|
2024
Q2 | $5.09M | Buy |
15,848
+3,485
| +28% | +$1.13M | 0.05% | 319 |
|
|
2024
Q1 | $4.12M | Sell |
12,363
-14,052
| -53% | -$4.29M | 0.05% | 335 |
|
|
2023
Q4 | $7.49M | Sell |
26,415
-14,323
| -35% | -$3.54M | 0.04% | 474 |
|
|
2023
Q3 | $10M | Sell |
40,738
-948
| -2% | -$259K | 0.06% | 376 |
|
|
2023
Q2 | $12.7M | Buy |
41,686
+13,065
| +46% | +$3.63M | 0.08% | 318 |
|
|
2023
Q1 | $7.55M | Sell |
28,621
-2,630
| -8% | -$668K | 0.05% | 409 |
|
|
2022
Q4 | $7.5M | Sell |
31,251
-1,207
| -4% | -$270K | 0.05% | 378 |
|
|
2022
Q3 | $5.97M | Buy |
32,458
+2,211
| +7% | +$440K | 0.05% | 388 |
|
|
2022
Q2 | $5.08M | Buy |
30,247
+2,140
| +8% | +$460K | 0.04% | 408 |
|
|
2022
Q1 | $7.04M | Sell |
28,107
-433
| -2% | -$109K | 0.05% | 360 |
|
|
2021
Q4 | $7.33M | Buy |
28,540
+3,698
| +15% | +$905K | 0.05% | 330 |
|
|
2021
Q3 | $6.03M | Buy |
24,842
+1,612
| +7% | +$394K | 0.05% | 337 |
|
|
2021
Q2 | $4.8M | Buy |
23,230
+1,491
| +7% | +$304K | 0.04% | 380 |
|
|
2021
Q1 | $4.09M | Sell |
21,739
-2,400
| -10% | -$423K | 0.04% | 361 |
|
|
2020
Q4 | $3.97M | Sell |
24,139
-2,443
| -9% | -$357K | 0.05% | 312 |
|
|
2020
Q3 | $3.31M | Buy |
26,582
+4,173
| +19% | +$517K | 0.05% | 307 |
|
|
2020
Q2 | $2.18M | Buy |
22,409
+2,326
| +12% | +$242K | 0.03% | 387 |
|
|
2020
Q1 | $1.8M | Sell |
20,083
-226
| -1% | -$29.3K | 0.04% | 332 |
|
|
2019
Q4 | $3M | Buy |
20,309
+2,266
| +13% | +$304K | 0.07% | 263 |
|
|
2019
Q3 | $2.17M | Sell |
18,043
-72
| -0.4% | -$9.3K | 0.06% | 261 |
|
|
2019
Q2 | $2.45M | Buy |
18,115
+126
| +0.7% | +$15.9K | 0.07% | 201 |
|
|
2019
Q1 | $2.34M | Buy |
17,989
+13,437
| +295% | +$1.8M | 0.16% | 123 |
|
|
2018
Q4 | $566K | Sell |
4,552
-340
| -7% | -$45.6K | 0.1% | 226 |
|
|
2018
Q3 | $681K | Buy |
+4,892
| New | +$609K | 0.04% | 272 |
|
Other funds holding HCA
AE Wealth Management's HCA Position: Q3 2026 in Review
AE Wealth Management reduced its HCA Healthcare (HCA) stake by 37% in Q3 2026, selling an estimated $618K and leaving 2,608 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #903.
AE Wealth Management first reported a position in HCA in Q3 2018 and has held it in 33 quarters since. The position peaked at $12.7M in Q2 2023. 994 funds tracked by Wall St. Rank hold HCA as of Q3 2026.
- AE Wealth Management held 2,608 shares of HCA Healthcare worth $1.11M as of Q3 2026.
- AE Wealth Management sold 1,507 HCA Healthcare shares in Q3 2026, an estimated $618K.
- HCA Healthcare made up ﹤0.01% of AE Wealth Management's portfolio in Q3 2026, its #903 holding.
- AE Wealth Management first reported a position in HCA Healthcare in Q3 2018 and has held it in 33 quarters since.
- AE Wealth Management's HCA Healthcare position peaked at $12.7M in Q2 2023.
- 994 funds tracked by Wall St. Rank held HCA Healthcare as of Q3 2026.
Based on AE Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.