Carson Wealth (CWM LLC)’s HCA Healthcare HCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.7M | Sell |
16,272
-596
| -4% | -$300K | 0.02% | 650 |
|
|
2025
Q4 | $7.88M | Buy |
16,868
+1,893
| +13% | +$879K | 0.02% | 600 |
|
|
2025
Q3 | $6.38M | Buy |
14,975
+1,913
| +15% | +$741K | 0.02% | 623 |
|
|
2025
Q2 | $5M | Buy |
13,062
+667
| +5% | +$240K | 0.02% | 584 |
|
|
2025
Q1 | $4.28M | Buy |
12,395
+1,931
| +18% | +$621K | 0.02% | 572 |
|
|
2024
Q4 | $3.14M | Buy |
10,464
+176
| +2% | +$61.5K | 0.01% | 608 |
|
|
2024
Q3 | $4.18M | Buy |
10,288
+421
| +4% | +$154K | 0.02% | 485 |
|
|
2024
Q2 | $3.17M | Buy |
9,867
+937
| +10% | +$304K | 0.01% | 523 |
|
|
2024
Q1 | $2.98M | Buy |
8,930
+619
| +7% | +$189K | 0.01% | 528 |
|
|
2023
Q4 | $2.25M | Buy |
8,311
+320
| +4% | +$79.1K | 0.01% | 555 |
|
|
2023
Q3 | $1.97M | Buy |
7,991
+18
| +0.2% | +$4.92K | 0.01% | 549 |
|
|
2023
Q2 | $2.42M | Buy |
7,973
+497
| +7% | +$138K | 0.02% | 481 |
|
|
2023
Q1 | $1.97M | Buy |
7,476
+331
| +5% | +$84.1K | 0.01% | 481 |
|
|
2022
Q4 | $1.71M | Sell |
7,145
-464
| -6% | -$104K | 0.01% | 471 |
|
|
2022
Q3 | $1.4M | Buy |
7,609
+143
| +2% | +$28.5K | 0.01% | 475 |
|
|
2022
Q2 | $1.25M | Buy |
7,466
+633
| +9% | +$136K | 0.01% | 510 |
|
|
2022
Q1 | $1.71M | Buy |
6,833
+1,245
| +22% | +$313K | 0.01% | 433 |
|
|
2021
Q4 | $1.44M | Buy |
+5,588
| New | +$1.37M | 0.01% | 508 |
|
|
2021
Q2 | $640K | Hold |
3,093
| – | – | 0.01% | 636 |
|
|
2021
Q1 | $640K | Hold |
3,093
| – | – | 0.01% | 636 |
|
|
2020
Q4 | $640K | Hold |
3,093
| – | – | 0.01% | 636 |
|
|
2020
Q3 | $640K | Hold |
3,093
| – | – | 0.01% | 636 |
|
|
2020
Q2 | $640K | Hold |
3,093
| – | – | 0.01% | 636 |
|
|
2020
Q1 | $640K | Hold |
3,093
| – | – | 0.01% | 636 |
|
|
2019
Q4 | $640K | Hold |
3,093
| – | – | 0.01% | 636 |
|
|
2019
Q3 | $640K | Hold |
3,093
| – | – | 0.01% | 636 |
|
|
2019
Q2 | $640K | Hold |
3,093
| – | – | 0.01% | 636 |
|
|
2019
Q1 | $640K | Buy |
3,093
+2,023
| +189% | +$272K | 0.01% | 636 |
|
|
2018
Q4 | $133K | Buy |
1,070
+654
| +157% | +$87.8K | ﹤0.01% | 675 |
|
|
2018
Q3 | $58K | Buy |
416
+216
| +108% | +$26.9K | ﹤0.01% | 719 |
|
|
2018
Q2 | $21K | Hold |
200
| – | – | ﹤0.01% | 826 |
|
|
2018
Q1 | $19K | Hold |
200
| – | – | ﹤0.01% | 718 |
|
|
2017
Q4 | $18K | Hold |
200
| – | – | ﹤0.01% | 718 |
|
|
2017
Q3 | $16K | Hold |
200
| – | – | ﹤0.01% | 768 |
|
|
2017
Q2 | $17K | Hold |
200
| – | – | ﹤0.01% | 663 |
|
|
2017
Q1 | $18K | Sell |
200
-118
| -37% | -$9.84K | ﹤0.01% | 616 |
|
|
2016
Q4 | $24K | Buy |
318
+118
| +59% | +$8.84K | ﹤0.01% | 550 |
|
|
2016
Q3 | $15K | Buy |
+200
| New | +$15.3K | ﹤0.01% | 602 |
|
Other funds holding HCA
VCM
VPM
Carson Wealth (CWM LLC)'s HCA Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its HCA Healthcare (HCA) stake by 3.5% in Q1 2026, selling an estimated $300K and leaving 16,272 shares worth $7.7M. The position accounts for 0.02% of the portfolio, ranked #650.
Carson Wealth (CWM LLC) first reported a position in HCA in Q3 2016 and has held it in 38 quarters since. The position peaked at $7.88M in Q4 2025. 1,419 funds tracked by Wall St. Rank hold HCA as of Q1 2026.
- Carson Wealth (CWM LLC) held 16,272 shares of HCA Healthcare worth $7.7M as of Q1 2026.
- Carson Wealth (CWM LLC) sold 596 HCA Healthcare shares in Q1 2026, an estimated $300K.
- HCA Healthcare made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #650 holding.
- Carson Wealth (CWM LLC) first reported a position in HCA Healthcare in Q3 2016 and has held it in 38 quarters since.
- Carson Wealth (CWM LLC)'s HCA Healthcare position peaked at $7.88M in Q4 2025.
- 1,419 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.