Avantax Advisory Services’s HCA Healthcare HCA Stock Holding History

Avantax Advisory Services’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 Q2	$9.99M	Buy	26,089 +18,012	+223%	+$6.49M	0.05%	269
2025 Q1	$2.79M	Buy	8,077 +32	+0.4%	+$10.3K	0.02%	606
2024 Q4	$2.41M	Sell	8,045 -65	-0.8%	-$22.7K	0.02%	630
2024 Q3	$3.3M	Sell	8,110 -5,855	-42%	-$2.14M	0.02%	512
2024 Q2	$4.49M	Buy	13,965 +8,781	+169%	+$2.85M	0.03%	408
2024 Q1	$1.73M	Buy	5,184 +515	+11%	+$157K	0.02%	576
2023 Q4	$1.26M	Buy	4,669 +364	+8%	+$90K	0.01%	634
2023 Q3	$1.06M	Buy	4,305 +1,079	+33%	+$295K	0.01%	669
2023 Q2	$979K	Buy	3,226 +2,313	+253%	+$643K	0.01%	683
2023 Q1	$241K	Sell	913 -7	-0.8%	-$1.78K	﹤0.01%	1273
2022 Q4	$221K	Sell	920 -226	-20%	-$50.6K	﹤0.01%	1265
2022 Q3	$211K	Sell	1,146 -387	-25%	-$77.1K	﹤0.01%	1191
2022 Q2	$258K	Buy	+1,533	New	+$329K	﹤0.01%	1084

Other funds holding HCA

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Avantax Advisory Services's HCA Position: Q2 2025 in Review

Avantax Advisory Services increased its HCA Healthcare (HCA) stake by 223% in Q2 2025, buying an estimated $6.49M and bringing the position to 26,089 shares worth $9.99M. The position accounts for 0.05% of the portfolio, ranked #269.

Avantax Advisory Services first reported a position in HCA in Q2 2022 and has held it in 13 quarters since. 1,248 funds tracked by Wall St. Rank hold HCA as of Q2 2025.

Avantax Advisory Services held 26,089 shares of HCA Healthcare worth $9.99M as of Q2 2025.
Avantax Advisory Services bought 18,012 HCA Healthcare shares in Q2 2025, an estimated $6.49M.
HCA Healthcare made up 0.05% of Avantax Advisory Services's portfolio in Q2 2025, its #269 holding.
Avantax Advisory Services first reported a position in HCA Healthcare in Q2 2022 and has held it in 13 quarters since.
1,248 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.