Carmel Capital Partners’s HCA Healthcare HCA Stock Holding History

Carmel Capital Partners’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	$2.95M	Sell	6,230 -130	-2%	-$65.4K	1.06%	27
2025 Q4	$2.97M	Buy	6,360 +2,017	+46%	+$936K	1.04%	28
2025 Q3	$1.85M	Sell	4,343 -1,313	-23%	-$509K	0.78%	30
2025 Q2	$2.17M	Buy	5,656 +564	+11%	+$203K	0.76%	35
2025 Q1	$1.76M	Sell	5,092 -183	-3%	-$58.9K	0.69%	32
2024 Q4	$1.58M	Buy	5,275 +808	+18%	+$282K	0.64%	32
2024 Q3	$1.82M	Sell	4,467 -433	-9%	-$159K	0.7%	26
2024 Q2	$1.57M	Buy	4,900 +20	+0.4%	+$6.5K	0.66%	27
2024 Q1	$1.63M	Buy	+4,880	New	+$1.49M	0.67%	29
2023 Q4	–	Sell	-15	Closed	-$3.69K	–	379
2023 Q3	$3.69K	Buy	+15	New	+$4.11K	﹤0.01%	581

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

Carmel Capital Partners's HCA Position: Q1 2026 in Review

Carmel Capital Partners reduced its HCA Healthcare (HCA) stake by 2% in Q1 2026, selling an estimated $65.4K and leaving 6,230 shares worth $2.95M. The position accounts for 1.06% of the portfolio, ranked #27.

Carmel Capital Partners first reported a position in HCA in Q3 2023 and has held it in 10 quarters since. The position peaked at $2.97M in Q4 2025. 1,414 funds tracked by Wall St. Rank hold HCA as of Q1 2026.

Carmel Capital Partners held 6,230 shares of HCA Healthcare worth $2.95M as of Q1 2026.
Carmel Capital Partners sold 130 HCA Healthcare shares in Q1 2026, an estimated $65.4K.
HCA Healthcare made up 1.06% of Carmel Capital Partners's portfolio in Q1 2026, its #27 holding.
Carmel Capital Partners first reported a position in HCA Healthcare in Q3 2023 and has held it in 10 quarters since.
Carmel Capital Partners's HCA Healthcare position peaked at $2.97M in Q4 2025.
1,414 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2026.

Based on Carmel Capital Partners's 13F filing for Q1 2026, filed 30 Apr 2026.