Canandaigua National Bank & Trust’s HCA Healthcare HCA Stock Holding History

Canandaigua National Bank & 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 Q2	$1.63M	Buy	+4,176	New	+$1.77M	0.14%	137
2025 Q4	$2.21M	Buy	4,734 +276	+6%	+$128K	0.2%	103
2025 Q3	$1.9M	Buy	4,458 +102	+2%	+$39.5K	0.17%	123
2025 Q2	$1.67M	Buy	4,356 +536	+14%	+$193K	0.15%	129
2025 Q1	$1.32M	Buy	+3,820	New	+$1.23M	0.13%	150
2024 Q4	–	Sell	-500	Closed	-$203K	–	335
2024 Q3	$203K	Buy	+500	New	+$183K	0.02%	327

Other funds holding HCA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Canandaigua National Bank & Trust's HCA Position: Q2 2026 in Review

Canandaigua National Bank & Trust opened a new position in HCA Healthcare (HCA) in Q2 2026: 4,176 shares worth $1.63M. The stake represents 0.14% of the portfolio and ranks #137 among its holdings. This is a return to the name: Canandaigua National Bank & Trust previously reported a position in HCA as recently as Q4 2025.

Canandaigua National Bank & Trust first reported a position in HCA in Q3 2024 and has held it in 6 quarters since. The position peaked at $2.21M in Q4 2025. 979 funds tracked by Wall St. Rank hold HCA as of Q2 2026.

Canandaigua National Bank & Trust held 4,176 shares of HCA Healthcare worth $1.63M as of Q2 2026.
HCA Healthcare was a new Canandaigua National Bank & Trust position in Q2 2026.
HCA Healthcare made up 0.14% of Canandaigua National Bank & Trust's portfolio in Q2 2026, its #137 holding.
Canandaigua National Bank & Trust first reported a position in HCA Healthcare in Q3 2024 and has held it in 6 quarters since.
Canandaigua National Bank & Trust's HCA Healthcare position peaked at $2.21M in Q4 2025.
979 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2026.

Based on Canandaigua National Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.