Caliber Wealth Management (Kansas)’s HCA Healthcare HCA Stock Holding History

Caliber Wealth Management (Kansas)’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	$2.5M	Sell	6,420 -240	-4%	-$101K	0.24%	81
2026 Q1	$3.15M	Sell	6,660 -12	-0.2%	-$6.04K	0.34%	61
2025 Q4	$3.12M	Sell	6,672 -213	-3%	-$98.9K	0.34%	63
2025 Q3	$2.93M	Sell	6,885 -1,295	-16%	-$502K	0.33%	68
2025 Q2	$3.13M	Buy	8,180 +482	+6%	+$174K	0.34%	64
2025 Q1	$2.66M	Buy	+7,698	New	+$2.48M	0.36%	71

Other funds holding HCA

Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

CCP

Cryder Capital Partners London, United Kingdom $1.59B AUM 0.23% 1-Year Est. Return

LDB

Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Milford Funds Auckland $6.14B AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s HCA Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its HCA Healthcare (HCA) stake by 3.6% in Q2 2026, selling an estimated $101K and leaving 6,420 shares worth $2.5M. The position accounts for 0.24% of the portfolio, ranked #81.

Caliber Wealth Management (Kansas) first reported a position in HCA in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.15M in Q1 2026. 586 funds tracked by Wall St. Rank hold HCA as of Q2 2026.

Caliber Wealth Management (Kansas) held 6,420 shares of HCA Healthcare worth $2.5M as of Q2 2026.
Caliber Wealth Management (Kansas) sold 240 HCA Healthcare shares in Q2 2026, an estimated $101K.
HCA Healthcare made up 0.24% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #81 holding.
Caliber Wealth Management (Kansas) first reported a position in HCA Healthcare in Q1 2025 and has held it in 6 quarters since.
Caliber Wealth Management (Kansas)'s HCA Healthcare position peaked at $3.15M in Q1 2026.
586 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.