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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
Q2 		$461K Buy
1,182
+2
+0.2% +$846 0.3% 45
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allium Financial Advisors's HCA Position: Q2 2026 in Review

Allium Financial Advisors increased its HCA Healthcare (HCA) stake by 0.17% in Q2 2026, buying an estimated $846 and bringing the position to 1,182 shares worth $461K. The position accounts for 0.3% of the portfolio, ranked #45.

Allium Financial Advisors first reported a position in HCA in Q1 2025 and has held it in 6 quarters since. The position peaked at $558K in Q1 2026. 1,339 funds tracked by Wall St. Rank hold HCA as of Q2 2026.

  • Allium Financial Advisors held 1,182 shares of HCA Healthcare worth $461K as of Q2 2026.
  • Allium Financial Advisors bought 2 HCA Healthcare shares in Q2 2026, an estimated $846.
  • HCA Healthcare made up 0.3% of Allium Financial Advisors's portfolio in Q2 2026, its #45 holding.
  • Allium Financial Advisors first reported a position in HCA Healthcare in Q1 2025 and has held it in 6 quarters since.
  • Allium Financial Advisors's HCA Healthcare position peaked at $558K in Q1 2026.
  • 1,339 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2026.

Based on Allium Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.