Bailard’s HCA Healthcare HCA Stock Holding History

Bailard’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	$234K	Sell	495 -9	-2%	-$4.53K	0.01%	679
2025 Q4	$235K	Sell	504 -7	-1%	-$3.25K	0.01%	664
2025 Q3	$218K	Buy	+511	New	+$198K	﹤0.01%	713
2024 Q4	–	Sell	-508	Closed	-$206K	–	771
2024 Q3	$206K	Buy	+508	New	+$186K	0.01%	711
2020 Q1	–	Sell	-2,056	Closed	-$304K	–	500
2019 Q4	$304K	Sell	2,056 -13,250	-87%	-$1.78M	0.02%	407
2019 Q3	$1.84M	Sell	15,306 -288	-2%	-$37.2K	0.11%	162
2019 Q2	$2.11M	Sell	15,594 -1,051	-6%	-$133K	0.13%	152
2019 Q1	$2.17M	Buy	+16,645	New	+$2.24M	0.13%	152

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

Bailard's HCA Position: Q1 2026 in Review

Bailard reduced its HCA Healthcare (HCA) stake by 1.8% in Q1 2026, selling an estimated $4.53K and leaving 495 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #679.

Bailard first reported a position in HCA in Q1 2019 and has held it in 8 quarters since. The position peaked at $2.17M in Q1 2019. 1,414 funds tracked by Wall St. Rank hold HCA as of Q1 2026.

Bailard held 495 shares of HCA Healthcare worth $234K as of Q1 2026.
Bailard sold 9 HCA Healthcare shares in Q1 2026, an estimated $4.53K.
HCA Healthcare made up 0.01% of Bailard's portfolio in Q1 2026, its #679 holding.
Bailard first reported a position in HCA Healthcare in Q1 2019 and has held it in 8 quarters since.
Bailard's HCA Healthcare position peaked at $2.17M in Q1 2019.
1,414 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2026.

Based on Bailard's 13F filing for Q1 2026, filed 11 May 2026.