CPSC
HCA icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Carl P. Sherr & Co's HCA Position: Q1 2026 in Review

Carl P. Sherr & Co held its HCA Healthcare (HCA) position steady in Q1 2026 at 470 shares worth $223K. The position accounts for 0.1% of the portfolio, ranked #119.

Carl P. Sherr & Co first reported a position in HCA in Q4 2023 and has held it in 8 quarters since. The position peaked at $366K in Q3 2024. 1,415 funds tracked by Wall St. Rank hold HCA as of Q1 2026.

  • Carl P. Sherr & Co held 470 shares of HCA Healthcare worth $223K as of Q1 2026.
  • Carl P. Sherr & Co left its HCA Healthcare share count unchanged in Q1 2026.
  • HCA Healthcare made up 0.1% of Carl P. Sherr & Co's portfolio in Q1 2026, its #119 holding.
  • Carl P. Sherr & Co first reported a position in HCA Healthcare in Q4 2023 and has held it in 8 quarters since.
  • Carl P. Sherr & Co's HCA Healthcare position peaked at $366K in Q3 2024.
  • 1,415 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2026.

Based on Carl P. Sherr & Co's 13F filing for Q1 2026, filed 7 May 2026.