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Biltmore Wealth Management’s HCA Healthcare HCA Stock Holding History

Biltmore 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
Q1 		$330K Sell
697
-1,721
-71% -$866K 0.12% 48
2025
Q4 		$1.13M Sell
2,418
-14
-0.6% -$6.5K 0.43% 23
2025
Q3 		$1.04M Sell
2,432
-40
-2% -$15.5K 0.4% 23
2025
Q2 		$947K Sell
2,472
-42
-2% -$15.1K 0.38% 24
2025
Q1 		$869K Sell
2,514
-14
-0.6% -$4.5K 0.37% 26
2024
Q4 		$759K Buy
2,528
+129
+5% +$45.1K 0.32% 30
2024
Q3 		$975K Sell
2,399
-462
-16% -$169K 0.4% 23
2024
Q2 		$919K Buy
2,861
+62
+2% +$20.1K 0.4% 26
2024
Q1 		$758K Hold
2,799
– – 0.36% 30
2023
Q4 		$758K Sell
2,799
-184
-6% -$45.5K 0.36% 30
2023
Q3 		$734K Sell
2,983
-57
-2% -$15.6K 0.35% 28
2023
Q2 		$923K Sell
3,040
-657
-18% -$183K 0.39% 20
2023
Q1 		$975K Sell
3,697
-45
-1% -$11.4K 0.39% 20
2022
Q4 		$898K Buy
3,742
+18
+0.5% +$4.03K 0.39% 20
2022
Q3 		$684K Buy
3,724
+245
+7% +$48.8K 0.31% 27
2022
Q2 		$585K Sell
3,479
-48
-1% -$10.3K 0.26% 32
2022
Q1 		$884K Sell
3,527
-12
-0.3% -$3.01K 0.34% 25
2021
Q4 		$909K Buy
3,539
+13
+0.4% +$3.18K 0.34% 29
2021
Q3 		$856K Sell
3,526
-692
-16% -$169K 0.34% 26
2021
Q2 		$872K Sell
4,218
-74
-2% -$15.1K 0.36% 21
2021
Q1 		$808K Sell
4,292
-1,044
-20% -$184K 0.35% 22
2020
Q4 		$878K Sell
5,336
-213
-4% -$31.1K 0.45% 16
2020
Q3 		$539K Sell
5,549
-491
-8% -$60.8K 0.31% 20
2020
Q2 		$543K Sell
6,040
-4,746
-44% -$493K 0.35% 17
2020
Q1 		$1.59M Hold
10,786
– – 0.76% 16
2019
Q4 		$1.59M Buy
10,786
+778
+8% +$104K 0.76% 16
2019
Q3 		$1.21M Buy
10,008
+1,010
+11% +$131K 0.59% 16
2019
Q2 		$1.22M Buy
8,998
+6,021
+202% +$761K 0.61% 14
2019
Q1 		$388K Buy
+2,977
New +$400K 0.21% 42

Other funds holding HCA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Biltmore Wealth Management's HCA Position: Q1 2026 in Review

Biltmore Wealth Management reduced its HCA Healthcare (HCA) stake by 71% in Q1 2026, selling an estimated $866K and leaving 697 shares worth $330K. The position accounts for 0.12% of the portfolio, ranked #48.

Biltmore Wealth Management first reported a position in HCA in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.59M in Q1 2020. 1,414 funds tracked by Wall St. Rank hold HCA as of Q1 2026.

  • Biltmore Wealth Management held 697 shares of HCA Healthcare worth $330K as of Q1 2026.
  • Biltmore Wealth Management sold 1,721 HCA Healthcare shares in Q1 2026, an estimated $866K.
  • HCA Healthcare made up 0.12% of Biltmore Wealth Management's portfolio in Q1 2026, its #48 holding.
  • Biltmore Wealth Management first reported a position in HCA Healthcare in Q1 2019 and has held it in 29 quarters since.
  • Biltmore Wealth Management's HCA Healthcare position peaked at $1.59M in Q1 2020.
  • 1,414 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2026.

Based on Biltmore Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.