CBIZ Investment Advisory Services’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
$3.79K Sell
8
-3
-27% -$1.51K ﹤0.01% 258
2025
Q4
$5.13K Buy
11
+1
+10% +$464 ﹤0.01% 498
2025
Q3
$4.26K Sell
10
-1
-9% -$388 ﹤0.01% 475
2025
Q2
$4.21K Buy
11
+6
+120% +$2.16K ﹤0.01% 451
2025
Q1
$1.73K Buy
+5
New +$1.61K ﹤0.01% 492

Other funds holding HCA

CBIZ Investment Advisory Services's HCA Position: Q1 2026 in Review

CBIZ Investment Advisory Services reduced its HCA Healthcare (HCA) stake by 27% in Q1 2026, selling an estimated $1.51K and leaving 8 shares worth $3.79K. The position accounts for ﹤0.01% of the portfolio, ranked #258.

CBIZ Investment Advisory Services first reported a position in HCA in Q1 2025 and has held it in 5 quarters since. The position peaked at $5.13K in Q4 2025. 1,414 funds tracked by Wall St. Rank hold HCA as of Q1 2026.

  • CBIZ Investment Advisory Services held 8 shares of HCA Healthcare worth $3.79K as of Q1 2026.
  • CBIZ Investment Advisory Services sold 3 HCA Healthcare shares in Q1 2026, an estimated $1.51K.
  • HCA Healthcare made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #258 holding.
  • CBIZ Investment Advisory Services first reported a position in HCA Healthcare in Q1 2025 and has held it in 5 quarters since.
  • CBIZ Investment Advisory Services's HCA Healthcare position peaked at $5.13K in Q4 2025.
  • 1,414 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.