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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
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 $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

Cassaday & Co Wealth Management's HCA Position: Q1 2026 in Review

Cassaday & Co Wealth Management reduced its HCA Healthcare (HCA) stake by 62% in Q1 2026, selling an estimated $218K and leaving 270 shares worth $128K. The position accounts for ﹤0.01% of the portfolio, ranked #405.

Cassaday & Co Wealth Management first reported a position in HCA in Q2 2025 and has held it in 4 quarters since. The position peaked at $329K in Q4 2025. 1,414 funds tracked by Wall St. Rank hold HCA as of Q1 2026.

  • Cassaday & Co Wealth Management held 270 shares of HCA Healthcare worth $128K as of Q1 2026.
  • Cassaday & Co Wealth Management sold 434 HCA Healthcare shares in Q1 2026, an estimated $218K.
  • HCA Healthcare made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #405 holding.
  • Cassaday & Co Wealth Management first reported a position in HCA Healthcare in Q2 2025 and has held it in 4 quarters since.
  • Cassaday & Co Wealth Management's HCA Healthcare position peaked at $329K in Q4 2025.
  • 1,414 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.