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Cerro Pacific Wealth Advisors’s HCA Healthcare HCA Stock Holding History

Cerro Pacific Wealth Advisors’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 		$678K Buy
1,739
+3
+0.2% +$1.27K 0.15% 94
2026
Q1 		$822K Buy
1,736
+2
+0.1% +$1.01K 0.22% 75
2025
Q4 		$809K Buy
1,734
+3
+0.2% +$1.39K 0.22% 74
2025
Q3 		$738K Hold
1,731
– – 0.2% 79
2025
Q2 		$663K Buy
1,731
+8
+0.5% +$2.88K 0.18% 98
2025
Q1 		$517K Buy
1,723
+6
+0.3% +$1.93K 0.17% 103
2024
Q4 		$698K Buy
1,717
+2
+0.1% +$699 0.23% 82
2024
Q3 		$551K Hold
1,715
– – 0.21% 94
2024
Q2 		$551K Buy
+1,715
New +$557K 0.21% 95
2023
Q1 		$461K Sell
1,750
-47
-3% -$11.9K 0.26% 96
2022
Q4 		$431K Sell
1,797
-24
-1% -$5.38K 0.23% 104
2022
Q3 		$335K Sell
1,821
-340
-16% -$67.7K 0.2% 116
2022
Q2 		$363K Sell
2,161
-95
-4% -$20.4K 0.23% 110
2022
Q1 		$565K Buy
2,256
+3
+0.1% +$753 0.35% 89
2021
Q4 		$579K Sell
2,253
-36
-2% -$8.81K 0.37% 80
2021
Q3 		$556K Sell
2,289
-27
-1% -$6.6K 0.4% 83
2021
Q2 		$479K Buy
+2,316
New +$472K 0.36% 83
2020
Q4 		$467K Buy
+2,842
New +$416K 0.28% 78

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

Cerro Pacific Wealth Advisors's HCA Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors increased its HCA Healthcare (HCA) stake by 0.17% in Q2 2026, buying an estimated $1.27K and bringing the position to 1,739 shares worth $678K. The position accounts for 0.15% of the portfolio, ranked #94.

Cerro Pacific Wealth Advisors first reported a position in HCA in Q4 2020 and has held it in 18 quarters since. The position peaked at $822K in Q1 2026. 1,333 funds tracked by Wall St. Rank hold HCA as of Q2 2026.

  • Cerro Pacific Wealth Advisors held 1,739 shares of HCA Healthcare worth $678K as of Q2 2026.
  • Cerro Pacific Wealth Advisors bought 3 HCA Healthcare shares in Q2 2026, an estimated $1.27K.
  • HCA Healthcare made up 0.15% of Cerro Pacific Wealth Advisors's portfolio in Q2 2026, its #94 holding.
  • Cerro Pacific Wealth Advisors first reported a position in HCA Healthcare in Q4 2020 and has held it in 18 quarters since.
  • Cerro Pacific Wealth Advisors's HCA Healthcare position peaked at $822K in Q1 2026.
  • 1,333 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.