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Affinity Investment Advisors’s HCA Healthcare HCA Stock Holding History

Affinity Investment Advisors’s Portfolio HCA Stock Details HCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$388K Buy
820
+140
+21% +$70.5K 0.24% 98
2025
Q4 		$317K Sell
680
-56
-8% -$26K 0.21% 109
2025
Q3 		$314K Buy
736
+52
+8% +$20.2K 0.21% 103
2025
Q2 		$262K Sell
684
-8
-1% -$2.88K 0.2% 117
2025
Q1 		$239K Buy
+692
New +$223K 0.19% 123
2024
Q4 		– Sell
-860
Closed -$350K – 141
2024
Q3 		$350K Sell
860
-2
-0.2% -$732 0.24% 105
2024
Q2 		$277K Buy
862
+232
+37% +$75.4K 0.21% 110
2024
Q1 		$210K Buy
+630
New +$193K 0.15% 120
2023
Q4 		– Sell
-833
Closed -$205K – 188
2023
Q3 		$205K Sell
833
-229
-22% -$62.7K 0.13% 177
2023
Q2 		$322K Hold
1,062
– – 0.19% 165
2023
Q1 		$280K Hold
1,062
– – 0.15% 166
2022
Q4 		$255K Buy
+1,062
New +$238K 0.12% 172
2022
Q2 		– Sell
-1,102
Closed -$276K – 201
2022
Q1 		$276K Buy
1,102
+120
+12% +$30.1K 0.11% 176
2021
Q4 		$252K Buy
982
+36
+4% +$8.81K 0.1% 173
2021
Q3 		$230K Buy
+946
New +$231K 0.1% 167
2015
Q3 		– Sell
-72,500
Closed -$6.58M – 145
2015
Q2 		$6.58M Sell
72,500
-22,490
-24% -$1.8M 0.53% 64
2015
Q1 		$7.15M Buy
94,990
+34,410
+57% +$2.47M 0.52% 66
2014
Q4 		$4.45M Hold
60,580
– – 0.41% 68
2014
Q3 		$4.27M Buy
+60,580
New +$4M 0.43% 68

Other funds holding HCA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Affinity Investment Advisors's HCA Position: Q1 2026 in Review

Affinity Investment Advisors increased its HCA Healthcare (HCA) stake by 21% in Q1 2026, buying an estimated $70.5K and bringing the position to 820 shares worth $388K. The position accounts for 0.24% of the portfolio, ranked #98.

Affinity Investment Advisors first reported a position in HCA in Q3 2014 and has held it in 19 quarters since. The position peaked at $7.15M in Q1 2015. 1,414 funds tracked by Wall St. Rank hold HCA as of Q1 2026.

  • Affinity Investment Advisors held 820 shares of HCA Healthcare worth $388K as of Q1 2026.
  • Affinity Investment Advisors bought 140 HCA Healthcare shares in Q1 2026, an estimated $70.5K.
  • HCA Healthcare made up 0.24% of Affinity Investment Advisors's portfolio in Q1 2026, its #98 holding.
  • Affinity Investment Advisors first reported a position in HCA Healthcare in Q3 2014 and has held it in 19 quarters since.
  • Affinity Investment Advisors's HCA Healthcare position peaked at $7.15M in Q1 2015.
  • 1,414 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2026.

Based on Affinity Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.