CAPTRUST Financial Advisors’s HCA Healthcare HCA Stock Holding History

CAPTRUST Financial 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	$139M	Sell	293,489 -2,305	-0.8%	-$1.16M	0.24%	78
2025 Q4	$138M	Sell	295,794 -9,911	-3%	-$4.6M	0.26%	72
2025 Q3	$130M	Buy	305,705 +2,570	+0.8%	+$996K	0.27%	74
2025 Q2	$116M	Sell	303,135 -252	-0.1%	-$90.8K	0.26%	76
2025 Q1	$105M	Sell	303,387 -2,570	-0.8%	-$827K	0.26%	76
2024 Q4	$91.8M	Buy	305,957 +2,929	+1%	+$1.02M	0.26%	80
2024 Q3	$123M	Sell	303,028 -2,592	-0.8%	-$949K	0.37%	56
2024 Q2	$98.2M	Buy	305,620 +544	+0.2%	+$177K	0.32%	66
2024 Q1	$102M	Sell	305,076 -4,703	-2%	-$1.44M	0.37%	60
2023 Q4	$83.9M	Sell	309,779 -13,951	-4%	-$3.45M	0.29%	80
2023 Q3	$79.6M	Sell	323,730 -1,744	-0.5%	-$477K	0.3%	73
2023 Q2	$98.8M	Sell	325,474 -5,193	-2%	-$1.44M	0.39%	55
2023 Q1	$87.2M	Buy	330,667 +319,947	+2,985%	+$81.3M	0.38%	56
2022 Q4	$2.57M	Buy	10,720 +492	+5%	+$110K	0.01%	635
2022 Q3	$1.88M	Buy	10,228 +4,175	+69%	+$832K	0.01%	694
2022 Q2	$1.02M	Buy	6,053 +1,481	+32%	+$318K	0.01%	827
2022 Q1	$1.15M	Buy	4,572 +850	+23%	+$213K	0.01%	789
2021 Q4	$956K	Sell	3,722 -766	-17%	-$187K	0.01%	834
2021 Q3	$1.09M	Buy	4,488 +663	+17%	+$162K	0.01%	719
2021 Q2	$791K	Buy	3,825 +15	+0.4%	+$3.06K	0.01%	812
2021 Q1	$718K	Buy	3,810 +2,463	+183%	+$434K	0.01%	812
2020 Q4	$222K	Hold	1,347	–	–	﹤0.01%	1147
2020 Q3	$168K	Buy	1,347 +530	+65%	+$65.6K	﹤0.01%	1113
2020 Q2	$80K	Buy	+817	New	+$84.9K	﹤0.01%	1426
2019 Q4	–	Sell	-169	Closed	-$20K	–	1343
2019 Q3	$20K	Buy	169 +6	+4%	+$775	﹤0.01%	1297
2019 Q2	$22K	Sell	163 -75	-32%	-$9.48K	﹤0.01%	1249
2019 Q1	$31K	Buy	238 +88	+59%	+$11.8K	﹤0.01%	1031
2018 Q4	$19K	Hold	150	–	–	﹤0.01%	1034
2018 Q3	$21K	Hold	150	–	–	﹤0.01%	984
2018 Q2	$15K	Hold	150	–	–	﹤0.01%	1047
2018 Q1	$14K	Hold	150	–	–	﹤0.01%	939
2017 Q4	$13K	Buy	+150	New	+$12.1K	﹤0.01%	931

Other funds holding HCA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

CAPTRUST Financial Advisors's HCA Position: Q1 2026 in Review

CAPTRUST Financial Advisors reduced its HCA Healthcare (HCA) stake by 0.78% in Q1 2026, selling an estimated $1.16M and leaving 293,489 shares worth $139M. The position accounts for 0.24% of the portfolio, ranked #78.

CAPTRUST Financial Advisors first reported a position in HCA in Q4 2017 and has held it in 32 quarters since. 1,414 funds tracked by Wall St. Rank hold HCA as of Q1 2026.

CAPTRUST Financial Advisors held 293,489 shares of HCA Healthcare worth $139M as of Q1 2026.
CAPTRUST Financial Advisors sold 2,305 HCA Healthcare shares in Q1 2026, an estimated $1.16M.
HCA Healthcare made up 0.24% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #78 holding.
CAPTRUST Financial Advisors first reported a position in HCA Healthcare in Q4 2017 and has held it in 32 quarters since.
1,414 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.