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Aspen Investment Management’s HCA Healthcare HCA Stock Holding History

Aspen Investment Management’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 		$292K Sell
750
-14
-2% -$5.92K 0.08% 167
2026
Q1 		$362K Buy
764
+15
+2% +$7.55K 0.11% 145
2025
Q4 		$350K Buy
749
+50
+7% +$23.2K 0.11% 152
2025
Q3 		$298K Sell
699
-7
-1% -$2.71K 0.12% 135
2025
Q2 		$271K Buy
706
+7
+1% +$2.52K 0.11% 136
2025
Q1 		$242K Hold
699
– – 0.11% 137
2024
Q4 		$210K Sell
699
-25
-3% -$8.74K 0.1% 139
2024
Q3 		$294K Buy
724
+21
+3% +$7.69K 0.14% 130
2024
Q2 		$226K Sell
703
-5
-0.7% -$1.63K 0.11% 141
2024
Q1 		$236K Sell
708
-100
-12% -$30.6K 0.12% 143
2023
Q4 		$219K Buy
+808
New +$200K 0.12% 135
2023
Q3 		– Sell
-808
Closed -$245K – 142
2023
Q2 		$245K Buy
+808
New +$225K 0.15% 122

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 $59.9B AUM 27.01% 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

Aspen Investment Management's HCA Position: Q2 2026 in Review

Aspen Investment Management reduced its HCA Healthcare (HCA) stake by 1.8% in Q2 2026, selling an estimated $5.92K and leaving 750 shares worth $292K. The position accounts for 0.08% of the portfolio, ranked #167.

Aspen Investment Management first reported a position in HCA in Q2 2023 and has held it in 12 quarters since. The position peaked at $362K in Q1 2026. 1,333 funds tracked by Wall St. Rank hold HCA as of Q2 2026.

  • Aspen Investment Management held 750 shares of HCA Healthcare worth $292K as of Q2 2026.
  • Aspen Investment Management sold 14 HCA Healthcare shares in Q2 2026, an estimated $5.92K.
  • HCA Healthcare made up 0.08% of Aspen Investment Management's portfolio in Q2 2026, its #167 holding.
  • Aspen Investment Management first reported a position in HCA Healthcare in Q2 2023 and has held it in 12 quarters since.
  • Aspen Investment Management's HCA Healthcare position peaked at $362K in Q1 2026.
  • 1,333 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.