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Bartlett & Co Wealth Management’s HCA Healthcare HCA Stock Holding History

Bartlett & Co 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 		$43.7K Buy
112
+12
+12% +$5.07K ﹤0.01% 767
2026
Q1 		$42.7K Buy
100
+1
+1% +$503 ﹤0.01% 713
2025
Q4 		$46.2K Hold
99
– – ﹤0.01% 685
2025
Q3 		$42.2K Buy
99
+10
+11% +$3.88K ﹤0.01% 699
2025
Q2 		$34.1K Hold
89
– – ﹤0.01% 722
2025
Q1 		$30.8K Buy
89
+80
+889% +$25.7K ﹤0.01% 741
2024
Q4 		$2.7K Sell
9
-2
-18% -$699 ﹤0.01% 1022
2024
Q3 		$4.47K Hold
11
– – ﹤0.01% 983
2024
Q2 		$3.53K Hold
11
– – ﹤0.01% 1015
2024
Q1 		$3.67K Hold
11
– – ﹤0.01% 996
2023
Q4 		$2.98K Sell
11
-309
-97% -$76.4K ﹤0.01% 1127
2023
Q3 		$78.7K Buy
+320
New +$87.6K ﹤0.01% 575
2022
Q4 		– Sell
-6
Closed -$1.1K – 1146
2022
Q3 		$1.1K Sell
6
-5
-45% -$996 ﹤0.01% 1108
2022
Q2 		$1.85K Buy
+11
New +$2.36K ﹤0.01% 1188
2021
Q4 		– Sell
-18
Closed -$4.37K – 595
2021
Q3 		$4.37K Buy
18
+1
+6% +$244 ﹤0.01% 782
2021
Q2 		$3.52K Hold
17
– – ﹤0.01% 794
2021
Q1 		$3.2K Hold
17
– – ﹤0.01% 833
2020
Q4 		$2.8K Buy
+17
New +$2.49K ﹤0.01% 876
2019
Q3 		– Sell
-12
Closed -$1.62K – 905
2019
Q2 		$1.62K Buy
+12
New +$1.52K ﹤0.01% 686

Other funds holding HCA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bartlett & Co Wealth Management's HCA Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its HCA Healthcare (HCA) stake by 12% in Q2 2026, buying an estimated $5.07K and bringing the position to 112 shares worth $43.7K. The position accounts for ﹤0.01% of the portfolio, ranked #767.

Bartlett & Co Wealth Management first reported a position in HCA in Q2 2019 and has held it in 19 quarters since. The position peaked at $78.7K in Q3 2023. 1,333 funds tracked by Wall St. Rank hold HCA as of Q2 2026.

  • Bartlett & Co Wealth Management held 112 shares of HCA Healthcare worth $43.7K as of Q2 2026.
  • Bartlett & Co Wealth Management bought 12 HCA Healthcare shares in Q2 2026, an estimated $5.07K.
  • HCA Healthcare made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #767 holding.
  • Bartlett & Co Wealth Management first reported a position in HCA Healthcare in Q2 2019 and has held it in 19 quarters since.
  • Bartlett & Co Wealth Management's HCA Healthcare position peaked at $78.7K in Q3 2023.
  • 1,333 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.