CIA
HCA icon

Caerus Investment Advisors’s HCA Healthcare HCA Stock Holding History

Caerus Investment Advisors’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 		$203K Sell
429
-154
-26% -$77.5K 0.08% 248
2025
Q4 		$272K Buy
+583
New +$271K 0.09% 249

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

Caerus Investment Advisors's HCA Position: Q1 2026 in Review

Caerus Investment Advisors reduced its HCA Healthcare (HCA) stake by 26% in Q1 2026, selling an estimated $77.5K and leaving 429 shares worth $203K. The position accounts for 0.08% of the portfolio, ranked #248.

Caerus Investment Advisors first reported a position in HCA in Q4 2025 and has held it in 2 quarters since. The position peaked at $272K in Q4 2025. 1,415 funds tracked by Wall St. Rank hold HCA as of Q1 2026.

  • Caerus Investment Advisors held 429 shares of HCA Healthcare worth $203K as of Q1 2026.
  • Caerus Investment Advisors sold 154 HCA Healthcare shares in Q1 2026, an estimated $77.5K.
  • HCA Healthcare made up 0.08% of Caerus Investment Advisors's portfolio in Q1 2026, its #248 holding.
  • Caerus Investment Advisors first reported a position in HCA Healthcare in Q4 2025 and has held it in 2 quarters since.
  • Caerus Investment Advisors's HCA Healthcare position peaked at $272K in Q4 2025.
  • 1,415 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.