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Allium Financial Advisors’s HCA Healthcare HCA Stock Holding History

Allium 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
2026
Q1 		$558K Hold
1,180
– – 0.45% 33
2025
Q4 		$551K Hold
1,180
– – 0.44% 35
2025
Q3 		$503K Hold
1,180
– – 0.42% 37
2025
Q2 		$452K Hold
1,180
– – 0.39% 40
2025
Q1 		$408K Buy
+1,180
New +$380K 0.37% 44

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

Allium Financial Advisors's HCA Position: Q1 2026 in Review

Allium Financial Advisors held its HCA Healthcare (HCA) position steady in Q1 2026 at 1,180 shares worth $558K. The position accounts for 0.45% of the portfolio, ranked #33.

Allium Financial Advisors first reported a position in HCA in Q1 2025 and has held it in 5 quarters since. 1,414 funds tracked by Wall St. Rank hold HCA as of Q1 2026.

  • Allium Financial Advisors held 1,180 shares of HCA Healthcare worth $558K as of Q1 2026.
  • Allium Financial Advisors left its HCA Healthcare share count unchanged in Q1 2026.
  • HCA Healthcare made up 0.45% of Allium Financial Advisors's portfolio in Q1 2026, its #33 holding.
  • Allium Financial Advisors first reported a position in HCA Healthcare in Q1 2025 and has held it in 5 quarters since.
  • 1,414 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2026.

Based on Allium Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.