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Caldwell Trust’s HCA Healthcare HCA Stock Holding History

Caldwell Trust’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 		$567K Sell
1,199
-57
-5% -$28.7K 0.05% 220
2025
Q4 		$586K Sell
1,256
-55
-4% -$25.5K 0.05% 215
2025
Q3 		$559K Buy
1,311
+63
+5% +$24.4K 0.05% 218
2025
Q2 		$478K Sell
1,248
-159
-11% -$57.3K 0.05% 225
2025
Q1 		$486K Sell
1,407
-46
-3% -$14.8K 0.05% 218
2024
Q4 		$436K Sell
1,453
-16
-1% -$5.59K 0.05% 228
2024
Q3 		$597K Sell
1,469
-19
-1% -$6.96K 0.06% 209
2024
Q2 		$478K Sell
1,488
-27
-2% -$8.77K 0.05% 215
2024
Q1 		$505K Sell
1,515
-75
-5% -$22.9K 0.06% 220
2023
Q4 		$430K Hold
1,590
– – 0.05% 224
2023
Q3 		$391K Sell
1,590
-19
-1% -$5.2K 0.05% 221
2023
Q2 		$488K Buy
1,609
+24
+2% +$6.67K 0.06% 202
2023
Q1 		$418K Buy
1,585
+24
+2% +$6.1K 0.06% 210
2022
Q4 		$375K Buy
1,561
+2
+0.1% +$448 0.05% 218
2022
Q3 		$287K Buy
1,559
+59
+4% +$11.8K 0.04% 235
2022
Q2 		$252K Buy
1,500
+153
+11% +$32.9K 0.03% 250
2022
Q1 		$338K Buy
1,347
+63
+5% +$15.8K 0.04% 229
2021
Q4 		$330K Buy
1,284
+43
+3% +$10.5K 0.04% 235
2021
Q3 		$301K Buy
1,241
+76
+7% +$18.6K 0.04% 236
2021
Q2 		$241K Buy
1,165
+160
+16% +$32.6K 0.03% 259
2021
Q1 		$189K Buy
1,005
+459
+84% +$80.9K 0.03% 280
2020
Q4 		$89.8K Hold
546
– – 0.01% 349
2020
Q3 		$68.1K Sell
546
-30
-5% -$3.71K 0.01% 375
2020
Q2 		$55.9K Sell
576
-673
-54% -$70K 0.01% 397
2020
Q1 		$112K Sell
1,249
-119
-9% -$15.4K 0.02% 305
2019
Q4 		$202K Buy
+1,368
New +$184K 0.03% 265

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

Caldwell Trust's HCA Position: Q1 2026 in Review

Caldwell Trust reduced its HCA Healthcare (HCA) stake by 4.5% in Q1 2026, selling an estimated $28.7K and leaving 1,199 shares worth $567K. The position accounts for 0.05% of the portfolio, ranked #220.

Caldwell Trust first reported a position in HCA in Q4 2019 and has held it in 26 quarters since. The position peaked at $597K in Q3 2024. 1,415 funds tracked by Wall St. Rank hold HCA as of Q1 2026.

  • Caldwell Trust held 1,199 shares of HCA Healthcare worth $567K as of Q1 2026.
  • Caldwell Trust sold 57 HCA Healthcare shares in Q1 2026, an estimated $28.7K.
  • HCA Healthcare made up 0.05% of Caldwell Trust's portfolio in Q1 2026, its #220 holding.
  • Caldwell Trust first reported a position in HCA Healthcare in Q4 2019 and has held it in 26 quarters since.
  • Caldwell Trust's HCA Healthcare position peaked at $597K in Q3 2024.
  • 1,415 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.