Arete Wealth Advisors’s HCA Healthcare HCA Stock Holding History

Arete Wealth 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	–	Sell	-577	Closed	-$269K	–	485
2025 Q4	$269K	Buy	+577	New	+$268K	0.02%	625
2023 Q3	–	Sell	-811	Closed	-$246K	–	594
2023 Q2	$246K	Sell	811 -1,079	-57%	-$300K	0.02%	545
2023 Q1	$498K	Buy	1,890 +601	+47%	+$153K	0.04%	344
2022 Q4	$309M	Buy	1,289 +25	+2%	+$5.6K	0.03%	451
2022 Q3	$232K	Buy	1,264 +24	+2%	+$4.78K	0.02%	484
2022 Q2	$208K	Hold	1,240	–	–	0.02%	423
2022 Q1	$311K	Hold	1,240	–	–	0.03%	369
2021 Q4	$315K	Hold	1,240	–	–	0.03%	375
2021 Q3	$301K	Hold	1,240	–	–	0.03%	327
2021 Q2	$236K	Buy	+1,240	New	+$253K	0.03%	304

Other funds holding HCA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Arete Wealth Advisors's HCA Position: Q1 2026 in Review

Arete Wealth Advisors sold out of HCA Healthcare (HCA) in Q1 2026, closing a stake of 577 shares — an estimated $269K sold.

Arete Wealth Advisors first reported a position in HCA in Q2 2021 and held it in 10 quarters. The position peaked at $309M in Q4 2022. 1,414 funds tracked by Wall St. Rank hold HCA as of Q1 2026.

Arete Wealth Advisors reported no remaining HCA Healthcare position as of Q1 2026 after selling out during the quarter.
Arete Wealth Advisors sold 577 HCA Healthcare shares in Q1 2026, an estimated $269K.
Arete Wealth Advisors first reported a position in HCA Healthcare in Q2 2021 and held it in 10 quarters.
Arete Wealth Advisors's HCA Healthcare position peaked at $309M in Q4 2022.
1,414 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.