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CFM Wealth Partners’s HCA Healthcare HCA Stock Holding History

CFM Wealth Partners’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 		$717K Hold
1,839
– – 0.09% 89
2026
Q1 		$870K Sell
1,839
-92
-5% -$46.3K 0.13% 81
2025
Q4 		$902K Hold
1,931
– – 0.13% 81
2025
Q3 		$823K Hold
1,931
– – 0.12% 83
2025
Q2 		$740K Hold
1,931
– – 0.12% 81
2025
Q1 		$667K Hold
1,931
– – 0.12% 88
2024
Q4 		$580K Sell
1,931
-97
-5% -$33.9K 0.1% 93
2024
Q3 		$824K Sell
2,028
-180
-8% -$65.9K 0.14% 85
2024
Q2 		$709K Buy
2,208
+97
+5% +$31.5K 0.13% 88
2024
Q1 		$704K Hold
2,111
– – 0.14% 89
2023
Q4 		$571K Hold
2,111
– – 0.13% 102
2023
Q3 		$519K Buy
2,111
+92
+5% +$25.2K 0.14% 93
2023
Q2 		$613K Hold
2,019
– – 0.15% 98
2023
Q1 		$532K Hold
2,019
– – 0.14% 102
2022
Q4 		$484K Sell
2,019
-475
-19% -$106K 0.15% 110
2022
Q3 		$458K Sell
2,494
-40
-2% -$7.97K 0.15% 103
2022
Q2 		$426K Hold
2,534
– – 0.13% 118
2022
Q1 		$635K Hold
2,534
– – 0.15% 98
2021
Q4 		$644K Sell
2,534
-14
-0.5% -$3.43K 0.14% 104
2021
Q3 		$618K Sell
2,548
-152
-6% -$37.2K 0.16% 100
2021
Q2 		$558K Buy
2,700
+190
+8% +$38.7K 0.15% 95
2021
Q1 		$473K Hold
2,510
– – 0.14% 101
2020
Q4 		$413K Hold
2,510
– – 0.13% 99
2020
Q3 		$312K Sell
2,510
-1,249
-33% -$155K 0.11% 108
2020
Q2 		$364K Sell
3,759
-326
-8% -$33.9K 0.14% 100
2020
Q1 		$367K Hold
4,085
– – 0.17% 90
2019
Q4 		$604K Buy
+4,085
New +$549K 0.22% 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

CFM Wealth Partners's HCA Position: Q2 2026 in Review

CFM Wealth Partners held its HCA Healthcare (HCA) position steady in Q2 2026 at 1,839 shares worth $717K. The position accounts for 0.09% of the portfolio, ranked #89.

CFM Wealth Partners first reported a position in HCA in Q4 2019 and has held it in 27 quarters since. The position peaked at $902K in Q4 2025. 1,333 funds tracked by Wall St. Rank hold HCA as of Q2 2026.

  • CFM Wealth Partners held 1,839 shares of HCA Healthcare worth $717K as of Q2 2026.
  • CFM Wealth Partners left its HCA Healthcare share count unchanged in Q2 2026.
  • HCA Healthcare made up 0.09% of CFM Wealth Partners's portfolio in Q2 2026, its #89 holding.
  • CFM Wealth Partners first reported a position in HCA Healthcare in Q4 2019 and has held it in 27 quarters since.
  • CFM Wealth Partners's HCA Healthcare position peaked at $902K in Q4 2025.
  • 1,333 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.