BAMCO Inc’s HCA Healthcare HCA Stock Holding History

BAMCO Inc’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	–	Sell	-2,500	Closed	-$864K	–	322
2025 Q1	$864K	Sell	2,500 -4,000	-62%	-$1.29M	﹤0.01%	294
2024 Q4	$1.95M	Sell	6,500 -11,800	-64%	-$4.12M	0.01%	278
2024 Q3	$7.44M	Hold	18,300	–	–	0.02%	246
2024 Q2	$5.88M	Hold	18,300	–	–	0.02%	257
2024 Q1	$6.1M	Hold	18,300	–	–	0.02%	258
2023 Q4	$4.95M	Hold	18,300	–	–	0.01%	264
2023 Q3	$4.5M	Hold	18,300	–	–	0.01%	264
2023 Q2	$5.55M	Hold	18,300	–	–	0.02%	257
2023 Q1	$4.83M	Buy	18,300 +800	+5%	+$203K	0.01%	265
2022 Q4	$4.2M	Buy	+17,500	New	+$3.92M	0.01%	285
2021 Q2	–	Sell	-9,000	Closed	-$1.7M	–	412
2021 Q1	$1.7M	Buy	+9,000	New	+$1.59M	﹤0.01%	338
2020 Q2	–	Sell	-2,085	Closed	-$187K	–	350
2020 Q1	$187K	Hold	2,085	–	–	﹤0.01%	300
2019 Q4	$308K	Hold	2,085	–	–	﹤0.01%	310
2019 Q3	$251K	Buy	2,085 +100	+5%	+$12.9K	﹤0.01%	316
2019 Q2	$268K	Hold	1,985	–	–	﹤0.01%	321
2019 Q1	$259K	Hold	1,985	–	–	﹤0.01%	311
2018 Q4	$247K	Buy	1,985 +768	+63%	+$103K	﹤0.01%	323
2018 Q3	$169K	Buy	+1,217	New	+$152K	﹤0.01%	329

Other funds holding HCA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

BAMCO Inc's HCA Position: Q2 2025 in Review

BAMCO Inc sold out of HCA Healthcare (HCA) in Q2 2025, closing a stake of 2,500 shares — an estimated $864K sold.

BAMCO Inc first reported a position in HCA in Q3 2018 and held it in 18 quarters. The position peaked at $7.44M in Q3 2024. 1,250 funds tracked by Wall St. Rank hold HCA as of Q2 2025.

BAMCO Inc reported no remaining HCA Healthcare position as of Q2 2025 after selling out during the quarter.
BAMCO Inc sold 2,500 HCA Healthcare shares in Q2 2025, an estimated $864K.
BAMCO Inc first reported a position in HCA Healthcare in Q3 2018 and held it in 18 quarters.
BAMCO Inc's HCA Healthcare position peaked at $7.44M in Q3 2024.
1,250 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2025.

Based on BAMCO Inc's 13F filing for Q2 2025, filed 14 Aug 2025.