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BSW Wealth Partners’s HCA Healthcare HCA Stock Holding History

BSW Wealth Partners’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 		$571K Sell
1,465
-30
-2% -$12.7K 0.06% 169
2026
Q1 		$708K Buy
1,495
+225
+18% +$113K 0.09% 136
2025
Q4 		$593K Buy
1,270
+122
+11% +$56.6K 0.07% 157
2025
Q3 		$489K Buy
1,148
+10
+0.9% +$3.88K 0.06% 178
2025
Q2 		$436K Buy
1,138
+4
+0.4% +$1.44K 0.06% 185
2025
Q1 		$392K Sell
1,134
-32
-3% -$10.3K 0.06% 195
2024
Q4 		$350K Sell
1,166
-3
-0.3% -$1.05K 0.05% 208
2024
Q3 		$475K Sell
1,169
-27
-2% -$9.88K 0.07% 165
2024
Q2 		$384K Buy
1,196
+2
+0.2% +$650 0.06% 168
2024
Q1 		$398K Sell
1,194
-13
-1% -$3.97K 0.07% 168
2023
Q4 		$327K Buy
1,207
+70
+6% +$17.3K 0.06% 189
2023
Q3 		$280K Sell
1,137
-290
-20% -$79.4K 0.06% 185
2023
Q2 		$433K Buy
1,427
+5
+0.4% +$1.39K 0.09% 125
2023
Q1 		$375K Buy
1,422
+312
+28% +$79.3K 0.08% 183
2022
Q4 		$266K Buy
+1,110
New +$249K 0.06% 242
2022
Q2 		– Sell
-1,063
Closed -$266K – 292
2022
Q1 		$266K Sell
1,063
-18
-2% -$4.52K 0.07% 225
2021
Q4 		$278K Sell
1,081
-9
-0.8% -$2.2K 0.07% 207
2021
Q3 		$265K Buy
1,090
+29
+3% +$7.09K 0.07% 206
2021
Q2 		$219K Buy
+1,061
New +$216K 0.06% 223

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

BSW Wealth Partners's HCA Position: Q2 2026 in Review

BSW Wealth Partners reduced its HCA Healthcare (HCA) stake by 2% in Q2 2026, selling an estimated $12.7K and leaving 1,465 shares worth $571K. The position accounts for 0.06% of the portfolio, ranked #169.

BSW Wealth Partners first reported a position in HCA in Q2 2021 and has held it in 19 quarters since. The position peaked at $708K in Q1 2026. 1,333 funds tracked by Wall St. Rank hold HCA as of Q2 2026.

  • BSW Wealth Partners held 1,465 shares of HCA Healthcare worth $571K as of Q2 2026.
  • BSW Wealth Partners sold 30 HCA Healthcare shares in Q2 2026, an estimated $12.7K.
  • HCA Healthcare made up 0.06% of BSW Wealth Partners's portfolio in Q2 2026, its #169 holding.
  • BSW Wealth Partners first reported a position in HCA Healthcare in Q2 2021 and has held it in 19 quarters since.
  • BSW Wealth Partners's HCA Healthcare position peaked at $708K in Q1 2026.
  • 1,333 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.