CSWM
HCA icon

Cassady Schiller Wealth Management’s HCA Healthcare HCA Stock Holding History

Cassady Schiller 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
2024
Q4 		$1.8K Buy
+6
New +$2.1K ﹤0.01% 605
2022
Q1 		– Sell
-5
Closed -$1K – 310
2021
Q4 		$1K Buy
+5
New +$1.22K ﹤0.01% 458

Other funds holding HCA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cassady Schiller Wealth Management's HCA Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in HCA Healthcare (HCA) in Q4 2024: 6 shares worth $1.8K. The stake represents ﹤0.01% of the portfolio and ranks #605 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in HCA as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in HCA in Q4 2021 and has held it in 2 quarters since. 1,180 funds tracked by Wall St. Rank hold HCA as of Q4 2024.

  • Cassady Schiller Wealth Management held 6 shares of HCA Healthcare worth $1.8K as of Q4 2024.
  • HCA Healthcare was a new Cassady Schiller Wealth Management position in Q4 2024.
  • HCA Healthcare made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #605 holding.
  • Cassady Schiller Wealth Management first reported a position in HCA Healthcare in Q4 2021 and has held it in 2 quarters since.
  • 1,180 funds tracked by Wall St. Rank held HCA Healthcare as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.