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Cassaday & Co Wealth Management’s HCA Healthcare HCA Stock Holding History

Cassaday & Co Wealth Management’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 		$21.1K Sell
54
-216
-80% -$91.3K ﹤0.01% 765
2026
Q1 		$128K Sell
270
-434
-62% -$218K ﹤0.01% 405
2025
Q4 		$329K Hold
704
– – 0.01% 270
2025
Q3 		$300K Hold
704
– – 0.01% 281
2025
Q2 		$270K Buy
+704
New +$254K 0.01% 290

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

Cassaday & Co Wealth Management's HCA Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its HCA Healthcare (HCA) stake by 80% in Q2 2026, selling an estimated $91.3K and leaving 54 shares worth $21.1K. The position accounts for ﹤0.01% of the portfolio, ranked #765.

Cassaday & Co Wealth Management first reported a position in HCA in Q2 2025 and has held it in 5 quarters since. The position peaked at $329K in Q4 2025. 1,339 funds tracked by Wall St. Rank hold HCA as of Q2 2026.

  • Cassaday & Co Wealth Management held 54 shares of HCA Healthcare worth $21.1K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 216 HCA Healthcare shares in Q2 2026, an estimated $91.3K.
  • HCA Healthcare made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #765 holding.
  • Cassaday & Co Wealth Management first reported a position in HCA Healthcare in Q2 2025 and has held it in 5 quarters since.
  • Cassaday & Co Wealth Management's HCA Healthcare position peaked at $329K in Q4 2025.
  • 1,339 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.