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Cherry Tree Wealth Management’s HCA Healthcare HCA Stock Holding History

Cherry Tree 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
2025
Q2 		– Sell
-30
Closed -$10.4K – 664
2025
Q1 		$10.4K Hold
30
– – ﹤0.01% 414
2024
Q4 		$9.01K Hold
30
– – ﹤0.01% 427
2024
Q3 		$12.2K Hold
30
– – ﹤0.01% 394
2024
Q2 		$9.64K Buy
+30
New +$9.75K ﹤0.01% 400

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Cherry Tree Wealth Management's HCA Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of HCA Healthcare (HCA) in Q2 2025, closing a stake of 30 shares — an estimated $10.4K sold.

Cherry Tree Wealth Management first reported a position in HCA in Q2 2024 and held it in 4 quarters. The position peaked at $12.2K in Q3 2024. 1,248 funds tracked by Wall St. Rank hold HCA as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining HCA Healthcare position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 30 HCA Healthcare shares in Q2 2025, an estimated $10.4K.
  • Cherry Tree Wealth Management first reported a position in HCA Healthcare in Q2 2024 and held it in 4 quarters.
  • Cherry Tree Wealth Management's HCA Healthcare position peaked at $12.2K in Q3 2024.
  • 1,248 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.