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Cape Investment Advisory’s HCA Healthcare HCA Stock Holding History

Cape Investment Advisory’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 		$64.7K Buy
+166
New +$70.2K 0.02% 430
2026
Q1 		– Sell
-33
Closed -$15.4K – 613
2025
Q4 		$15.4K Buy
33
+25
+313% +$11.6K ﹤0.01% 664
2025
Q3 		$3.41K Buy
8
+7
+700% +$2.71K ﹤0.01% 590
2025
Q2 		$383 Hold
1
– – ﹤0.01% 1092
2025
Q1 		$346 Hold
1
– – ﹤0.01% 1035
2024
Q4 		$300 Buy
+1
New +$349 ﹤0.01% 1036
2024
Q1 		– Sell
-61
Closed -$16.4K – 1031
2023
Q4 		$16.4K Buy
61
+1
+2% +$247 0.01% 571
2023
Q3 		$14.8K Hold
60
– – 0.01% 495
2023
Q2 		$18.3K Hold
60
– – 0.01% 453
2023
Q1 		$15.8K Buy
+60
New +$15.2K 0.01% 460

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

Cape Investment Advisory's HCA Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in HCA Healthcare (HCA) in Q2 2026: 166 shares worth $64.7K. The stake represents 0.02% of the portfolio and ranks #430 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in HCA as recently as Q4 2025.

Cape Investment Advisory first reported a position in HCA in Q1 2023 and has held it in 10 quarters since. 1,333 funds tracked by Wall St. Rank hold HCA as of Q2 2026.

  • Cape Investment Advisory held 166 shares of HCA Healthcare worth $64.7K as of Q2 2026.
  • HCA Healthcare was a new Cape Investment Advisory position in Q2 2026.
  • HCA Healthcare made up 0.02% of Cape Investment Advisory's portfolio in Q2 2026, its #430 holding.
  • Cape Investment Advisory first reported a position in HCA Healthcare in Q1 2023 and has held it in 10 quarters since.
  • 1,333 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.