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Carl P. Sherr & Co’s HCA Healthcare HCA Stock Holding History

Carl P. Sherr & Co’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 		– Sell
-470
Closed -$223K – 136
2026
Q1 		$223K Hold
470
– – 0.1% 119
2025
Q4 		$230K Hold
470
– – 0.1% 119
2025
Q3 		$200K Sell
470
-105
-18% -$40.7K 0.09% 115
2025
Q2 		$220K Buy
+575
New +$207K 0.11% 111
2024
Q4 		– Sell
-901
Closed -$366K – 122
2024
Q3 		$366K Hold
901
– – 0.19% 87
2024
Q2 		$289K Hold
901
– – 0.16% 104
2024
Q1 		$301K Hold
901
– – 0.17% 101
2023
Q4 		$244K Buy
+901
New +$223K 0.15% 104

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 $60.8B AUM 26.63% 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

Carl P. Sherr & Co's HCA Position: Q2 2026 in Review

Carl P. Sherr & Co sold out of HCA Healthcare (HCA) in Q2 2026, closing a stake of 470 shares — an estimated $223K sold.

Carl P. Sherr & Co first reported a position in HCA in Q4 2023 and held it in 8 quarters. The position peaked at $366K in Q3 2024. 1,340 funds tracked by Wall St. Rank hold HCA as of Q2 2026.

  • Carl P. Sherr & Co reported no remaining HCA Healthcare position as of Q2 2026 after selling out during the quarter.
  • Carl P. Sherr & Co sold 470 HCA Healthcare shares in Q2 2026, an estimated $223K.
  • Carl P. Sherr & Co first reported a position in HCA Healthcare in Q4 2023 and held it in 8 quarters.
  • Carl P. Sherr & Co's HCA Healthcare position peaked at $366K in Q3 2024.
  • 1,340 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2026.

Based on Carl P. Sherr & Co's 13F filing for Q2 2026, filed 3 Aug 2026.