AWE
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Avidian Wealth Enterprises’s HCA Healthcare HCA Stock Holding History

Avidian Wealth Enterprises’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
Q3 		$411K Buy
963
+51
+6% +$20.9K 0.01% 532
2026
Q2 		$355K Sell
912
-80
-8% -$33.8K 0.01% 553
2026
Q1 		$469K Buy
992
+86
+9% +$43.3K 0.01% 452
2025
Q4 		$423K Buy
906
+52
+6% +$24.1K 0.02% 409
2025
Q3 		$364K Buy
854
+68
+9% +$26.4K 0.01% 428
2025
Q2 		$301K Buy
786
+87
+12% +$31.3K 0.01% 447
2025
Q1 		$242K Sell
699
-243
-26% -$78.2K 0.01% 464
2024
Q4 		$283K Sell
942
-9
-0.9% -$3.15K 0.01% 413
2024
Q3 		$387K Buy
951
+16
+2% +$5.86K 0.02% 350
2024
Q2 		$300K Buy
935
+115
+14% +$37.4K 0.01% 392
2024
Q1 		$274K Buy
+820
New +$251K 0.01% 373

Other funds holding HCA

ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
DWML
Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
TFP
Tilia Fiduciary Partners Wilmington, North Carolina $217M AUM 27.78% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Avidian Wealth Enterprises's HCA Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its HCA Healthcare (HCA) stake by 5.6% in Q3 2026, buying an estimated $20.9K and bringing the position to 963 shares worth $411K. The position accounts for 0.01% of the portfolio, ranked #532.

Avidian Wealth Enterprises first reported a position in HCA in Q1 2024 and has held it in 11 quarters since. The position peaked at $469K in Q1 2026. 55 funds tracked by Wall St. Rank hold HCA as of Q3 2026.

  • Avidian Wealth Enterprises held 963 shares of HCA Healthcare worth $411K as of Q3 2026.
  • Avidian Wealth Enterprises bought 51 HCA Healthcare shares in Q3 2026, an estimated $20.9K.
  • HCA Healthcare made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #532 holding.
  • Avidian Wealth Enterprises first reported a position in HCA Healthcare in Q1 2024 and has held it in 11 quarters since.
  • Avidian Wealth Enterprises's HCA Healthcare position peaked at $469K in Q1 2026.
  • 55 funds tracked by Wall St. Rank held HCA Healthcare as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.