Beaton Management Company’s HCA Healthcare HCA Stock Holding History

Beaton Management Company’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	$875K	Hold	1,850	–	–	0.39%	68
2025 Q4	$864K	Hold	1,850	–	–	0.38%	68
2025 Q3	$788K	Hold	1,850	–	–	0.36%	71
2025 Q2	$709K	Hold	1,850	–	–	0.35%	74
2025 Q1	$639K	Hold	1,850	–	–	0.33%	74
2024 Q4	$555K	Hold	1,850	–	–	0.28%	83
2024 Q3	$752K	Hold	1,850	–	–	0.38%	71
2024 Q2	$594K	Hold	1,850	–	–	0.32%	78
2024 Q1	$617K	Hold	1,850	–	–	0.34%	79
2023 Q4	$501K	Sell	1,850 -6	-0.3%	-$1.48K	0.3%	82
2023 Q3	$457K	Buy	1,856 +6	+0.3%	+$1.64K	0.3%	81
2023 Q2	$561K	Hold	1,850	–	–	0.36%	75
2023 Q1	$488K	Hold	1,850	–	–	0.33%	77
2022 Q4	$444K	Hold	1,850	–	–	0.3%	82
2022 Q3	$340K	Hold	1,850	–	–	0.26%	91
2022 Q2	$311K	Hold	1,850	–	–	0.22%	97
2022 Q1	$464K	Hold	1,850	–	–	0.29%	82
2021 Q4	$475K	Hold	1,850	–	–	0.28%	87
2021 Q3	$449K	Hold	1,850	–	–	0.3%	86
2021 Q2	$382K	Hold	1,850	–	–	0.24%	95
2021 Q1	$348K	Hold	1,850	–	–	0.24%	95
2020 Q4	$304K	Hold	1,850	–	–	0.22%	102
2020 Q3	$231K	Buy	+1,850	New	+$229K	0.19%	106
2020 Q1	–	Sell	-1,850	Closed	-$273K	–	115
2019 Q4	$273K	Hold	1,850	–	–	0.21%	103
2019 Q3	$223K	Hold	1,850	–	–	0.18%	114
2019 Q2	$250K	Hold	1,850	–	–	0.21%	105
2019 Q1	$241K	Hold	1,850	–	–	0.21%	106
2018 Q4	$230K	Hold	1,850	–	–	0.23%	100
2018 Q3	$257K	Buy	+1,850	New	+$230K	0.21%	106

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

Beaton Management Company's HCA Position: Q1 2026 in Review

Beaton Management Company held its HCA Healthcare (HCA) position steady in Q1 2026 at 1,850 shares worth $875K. The position accounts for 0.39% of the portfolio, ranked #68.

Beaton Management Company first reported a position in HCA in Q3 2018 and has held it in 29 quarters since. 1,414 funds tracked by Wall St. Rank hold HCA as of Q1 2026.

Beaton Management Company held 1,850 shares of HCA Healthcare worth $875K as of Q1 2026.
Beaton Management Company left its HCA Healthcare share count unchanged in Q1 2026.
HCA Healthcare made up 0.39% of Beaton Management Company's portfolio in Q1 2026, its #68 holding.
Beaton Management Company first reported a position in HCA Healthcare in Q3 2018 and has held it in 29 quarters since.
1,414 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2026.

Based on Beaton Management Company's 13F filing for Q1 2026, filed 12 May 2026.