Avior Wealth Management’s HCA Healthcare HCA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$751K Buy
1,926
+671
+53% +$284K 0.02% 425
2026
Q1
$594K Buy
1,255
+34
+3% +$17.1K 0.02% 487
2025
Q4
$570K Sell
1,221
-471
-28% -$219K 0.02% 432
2025
Q3
$721K Buy
1,692
+53
+3% +$20.5K 0.02% 368
2025
Q2
$628K Buy
1,639
+1,344
+456% +$484K 0.02% 380
2025
Q1
$102K Sell
295
-1,349
-82% -$434K ﹤0.01% 695
2024
Q4
$494K Hold
1,644
0.02% 449
2024
Q3
$668K Sell
1,644
-695
-30% -$254K 0.03% 383
2024
Q2
$752K Sell
2,339
-113
-5% -$36.7K 0.03% 332
2024
Q1
$818K Sell
2,452
-1,051
-30% -$321K 0.04% 332
2023
Q4
$948K Hold
3,503
0.06% 222
2023
Q3
$862K Buy
3,503
+700
+25% +$192K 0.06% 216
2023
Q2
$851K Sell
2,803
-750
-21% -$209K 0.06% 223
2023
Q1
$937K Hold
3,553
0.06% 211
2022
Q4
$853K Sell
3,553
-600
-14% -$134K 0.06% 208
2022
Q3
$762K Buy
4,153
+671
+19% +$134K 0.06% 202
2022
Q2
$584K Buy
3,482
+500
+17% +$107K 0.06% 229
2022
Q1
$746K Sell
2,982
-1,397
-32% -$351K 0.06% 217
2021
Q4
$1.12M Hold
4,379
0.09% 178
2021
Q3
$1.06M Sell
4,379
-1,066
-20% -$261K 0.09% 177
2021
Q2
$1.13M Buy
5,445
+400
+8% +$81.5K 0.11% 162
2021
Q1
$950K Buy
5,045
+1,495
+42% +$264K 0.1% 184
2020
Q4
$583K Sell
3,550
-263
-7% -$38.5K 0.07% 236
2020
Q3
$474K Sell
3,813
-850
-18% -$105K 0.07% 244
2020
Q2
$452K Sell
4,663
-600
-11% -$62.4K 0.07% 252
2020
Q1
$472K Buy
5,263
+600
+13% +$77.7K 0.09% 203
2019
Q4
$688K Buy
4,663
+700
+18% +$94K 0.11% 188
2019
Q3
$476K Buy
3,963
+3,700
+1,407% +$478K 0.08% 228
2019
Q2
$36K Buy
263
+138
+110% +$17.4K 0.01% 480
2019
Q1
$16K Hold
125
﹤0.01% 503
2018
Q4
$15K Hold
125
﹤0.01% 546
2018
Q3
$17K Hold
125
﹤0.01% 548
2018
Q2
$13K Hold
125
﹤0.01% 571
2018
Q1
$12K Hold
125
﹤0.01% 570
2017
Q4
$11K Hold
125
﹤0.01% 586
2017
Q3
$10K Hold
125
﹤0.01% 333
2017
Q2
$11K Hold
125
﹤0.01% 302
2017
Q1
$11K Hold
125
﹤0.01% 339
2016
Q4
$9K Hold
125
﹤0.01% 340
2016
Q3
$9K Hold
125
﹤0.01% 343
2016
Q2
$10K Hold
125
﹤0.01% 332
2016
Q1
$10K Sell
125
-60
-32% -$4.19K ﹤0.01% 344
2015
Q4
$13K Sell
185
-200
-52% -$14K 0.01% 295
2015
Q3
$30K Hold
385
0.02% 201
2015
Q2
$35K Hold
385
0.03% 161
2015
Q1
$29K Hold
385
0.02% 176
2014
Q4
$28K Hold
385
0.02% 168
2014
Q3
$27K Hold
385
0.02% 172
2014
Q2
$22K Sell
385
-190
-33% -$10K 0.02% 185
2014
Q1
$30K Buy
+575
New +$28.6K 0.03% 160

Other funds holding HCA

Avior Wealth Management's HCA Position: Q2 2026 in Review

Avior Wealth Management increased its HCA Healthcare (HCA) stake by 53% in Q2 2026, buying an estimated $284K and bringing the position to 1,926 shares worth $751K. The position accounts for 0.02% of the portfolio, ranked #425.

Avior Wealth Management first reported a position in HCA in Q1 2014 and has held it in 50 quarters since. The position peaked at $1.13M in Q2 2021. 1,333 funds tracked by Wall St. Rank hold HCA as of Q2 2026.

  • Avior Wealth Management held 1,926 shares of HCA Healthcare worth $751K as of Q2 2026.
  • Avior Wealth Management bought 671 HCA Healthcare shares in Q2 2026, an estimated $284K.
  • HCA Healthcare made up 0.02% of Avior Wealth Management's portfolio in Q2 2026, its #425 holding.
  • Avior Wealth Management first reported a position in HCA Healthcare in Q1 2014 and has held it in 50 quarters since.
  • Avior Wealth Management's HCA Healthcare position peaked at $1.13M in Q2 2021.
  • 1,333 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.