Carolinas Wealth Consulting’s HCA Healthcare HCA Stock Holding History

Carolinas Wealth Consulting’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
2025 Q2	–	Sell	-49	Closed	-$16.9K	–	394
2025 Q1	$16.9K	Buy	49 +1	+2%	+$322	﹤0.01%	472
2024 Q4	$14.4K	Sell	48 -7	-13%	-$2.45K	﹤0.01%	508
2024 Q3	$22.4K	Buy	55 +2	+4%	+$732	﹤0.01%	469
2024 Q2	$17K	Hold	53	–	–	﹤0.01%	493
2024 Q1	$17.7K	Buy	53 +1	+2%	+$306	﹤0.01%	490
2023 Q4	$14.1K	Hold	52	–	–	﹤0.01%	496
2023 Q3	$11.8K	Sell	52 -794	-94%	-$217K	﹤0.01%	501
2023 Q2	$257K	Sell	846 -64	-7%	-$17.8K	0.05%	155
2023 Q1	$240K	Buy	910 +1	+0.1%	+$254	0.05%	155
2022 Q4	$218K	Buy	909 +27	+3%	+$6.05K	0.05%	155
2022 Q3	$162K	Buy	882 +13	+1%	+$2.59K	0.04%	171
2022 Q2	$146K	Buy	869 +119	+16%	+$25.6K	0.04%	191
2022 Q1	$188K	Hold	750	–	–	0.04%	177
2021 Q4	$193K	Hold	750	–	–	0.04%	172
2021 Q3	$182K	Hold	750	–	–	0.04%	170
2021 Q2	$155K	Sell	750 -289	-28%	-$58.9K	0.03%	202
2021 Q1	$196K	Hold	1,039	–	–	0.05%	165
2020 Q4	$171K	Hold	1,039	–	–	0.05%	164
2020 Q3	$130K	Hold	1,039	–	–	0.04%	166
2020 Q2	$101K	Buy	+1,039	New	+$108K	0.04%	148

Other funds holding HCA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Carolinas Wealth Consulting's HCA Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of HCA Healthcare (HCA) in Q2 2025, closing a stake of 49 shares — an estimated $16.9K sold.

Carolinas Wealth Consulting first reported a position in HCA in Q2 2020 and held it in 20 quarters. The position peaked at $257K in Q2 2023. 1,248 funds tracked by Wall St. Rank hold HCA as of Q2 2025.

Carolinas Wealth Consulting reported no remaining HCA Healthcare position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 49 HCA Healthcare shares in Q2 2025, an estimated $16.9K.
Carolinas Wealth Consulting first reported a position in HCA Healthcare in Q2 2020 and held it in 20 quarters.
Carolinas Wealth Consulting's HCA Healthcare position peaked at $257K in Q2 2023.
1,248 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.