AllGen Financial Advisors’s HCA Healthcare HCA Stock Holding History

AllGen Financial 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
2025 Q4	–	Sell	-538	Closed	-$229K	–	41
2025 Q3	$229K	Hold	538	–	–	0.06%	39
2025 Q2	$206K	Buy	+538	New	+$194K	0.06%	40
2024 Q4	–	Sell	-538	Closed	-$219K	–	40
2024 Q3	$219K	Buy	+538	New	+$197K	0.07%	39

Other funds holding HCA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

AllGen Financial Advisors's HCA Position: Q4 2025 in Review

AllGen Financial Advisors sold out of HCA Healthcare (HCA) in Q4 2025, closing a stake of 538 shares — an estimated $229K sold.

AllGen Financial Advisors first reported a position in HCA in Q3 2024 and held it in 3 quarters. The position peaked at $229K in Q3 2025. 1,398 funds tracked by Wall St. Rank hold HCA as of Q4 2025.

AllGen Financial Advisors reported no remaining HCA Healthcare position as of Q4 2025 after selling out during the quarter.
AllGen Financial Advisors sold 538 HCA Healthcare shares in Q4 2025, an estimated $229K.
AllGen Financial Advisors first reported a position in HCA Healthcare in Q3 2024 and held it in 3 quarters.
AllGen Financial Advisors's HCA Healthcare position peaked at $229K in Q3 2025.
1,398 funds tracked by Wall St. Rank held HCA Healthcare as of Q4 2025.

Based on AllGen Financial Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.