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Baron Wealth Management’s HCA Healthcare HCA Stock Holding History

Baron Wealth Management’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
Q2 		$272K Sell
697
-105
-13% -$44.4K 0.07% 216
2026
Q1 		$380K Buy
802
+105
+15% +$52.9K 0.11% 147
2025
Q4 		$325K Buy
697
+79
+13% +$36.7K 0.1% 159
2025
Q3 		$263K Buy
618
+2
+0.3% +$775 0.09% 179
2025
Q2 		$236K Buy
+616
New +$222K 0.08% 184

Other funds holding HCA

LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SJL
Shayne & Jacobs LLC Nashville, Tennessee $337M AUM 19.04% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

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

Baron Wealth Management reduced its HCA Healthcare (HCA) stake by 13% in Q2 2026, selling an estimated $44.4K and leaving 697 shares worth $272K. The position accounts for 0.07% of the portfolio, ranked #216.

Baron Wealth Management first reported a position in HCA in Q2 2025 and has held it in 5 quarters since. The position peaked at $380K in Q1 2026. 239 funds tracked by Wall St. Rank hold HCA as of Q2 2026.

  • Baron Wealth Management held 697 shares of HCA Healthcare worth $272K as of Q2 2026.
  • Baron Wealth Management sold 105 HCA Healthcare shares in Q2 2026, an estimated $44.4K.
  • HCA Healthcare made up 0.07% of Baron Wealth Management's portfolio in Q2 2026, its #216 holding.
  • Baron Wealth Management first reported a position in HCA Healthcare in Q2 2025 and has held it in 5 quarters since.
  • Baron Wealth Management's HCA Healthcare position peaked at $380K in Q1 2026.
  • 239 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2026.

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