Chevy Chase Trust’s HCA Healthcare HCA Stock Holding History

Chevy Chase Trust’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 Q1	$36.5M	Sell	77,166 -3,876	-5%	-$1.95M	0.11%	172
2025 Q4	$37.8M	Sell	81,042 -2,622	-3%	-$1.22M	0.1%	166
2025 Q3	$35.7M	Sell	83,664 -7,907	-9%	-$3.06M	0.1%	179
2025 Q2	$35.1M	Sell	91,571 -2,258	-2%	-$814K	0.1%	182
2025 Q1	$32.4M	Sell	93,829 -1,925	-2%	-$619K	0.1%	178
2024 Q4	$28.7M	Sell	95,754 -3,927	-4%	-$1.37M	0.09%	199
2024 Q3	$40.5M	Sell	99,681 -6,186	-6%	-$2.26M	0.12%	155
2024 Q2	$34M	Sell	105,867 -3,859	-4%	-$1.25M	0.11%	169
2024 Q1	$36.6M	Sell	109,726 -918	-0.8%	-$281K	0.12%	164
2023 Q4	$29.9M	Sell	110,644 -2,506	-2%	-$619K	0.11%	174
2023 Q3	$27.8M	Sell	113,150 -5,556	-5%	-$1.52M	0.11%	171
2023 Q2	$36M	Sell	118,706 -4,529	-4%	-$1.26M	0.13%	145
2023 Q1	$32.5M	Buy	123,235 +1,243	+1%	+$316K	0.13%	150
2022 Q4	$29.3M	Sell	121,992 -9,454	-7%	-$2.12M	0.12%	167
2022 Q3	$24.2M	Sell	131,446 -5,956	-4%	-$1.19M	0.1%	186
2022 Q2	$23.1M	Sell	137,402 -6,607	-5%	-$1.42M	0.1%	201
2022 Q1	$36.1M	Buy	144,009 +383	+0.3%	+$96.2K	0.12%	163
2021 Q4	$36.9M	Sell	143,626 -7,730	-5%	-$1.89M	0.12%	160
2021 Q3	$36.7M	Sell	151,356 -16,110	-10%	-$3.94M	0.13%	158
2021 Q2	$34.6M	Sell	167,466 -10,479	-6%	-$2.14M	0.12%	168
2021 Q1	$33.5M	Sell	177,945 -12,046	-6%	-$2.12M	0.12%	171
2020 Q4	$31.2M	Sell	189,991 -5,561	-3%	-$813K	0.11%	170
2020 Q3	$24.4M	Sell	195,552 -16,400	-8%	-$2.03M	0.1%	190
2020 Q2	$20.6M	Sell	211,952 -12,936	-6%	-$1.34M	0.08%	222
2020 Q1	$20.2M	Buy	224,888 +3,820	+2%	+$495K	0.09%	200
2019 Q4	$32.7M	Sell	221,068 -1,033	-0.5%	-$139K	0.12%	181
2019 Q3	$26.7M	Sell	222,101 -1,450	-0.6%	-$187K	0.11%	202
2019 Q2	$30.2M	Buy	223,551 +176	+0.1%	+$22.3K	0.13%	179
2019 Q1	$28.4M	Buy	223,375 +1,717	+0.8%	+$231K	0.12%	187
2018 Q4	$27.6M	Sell	221,658 -691	-0.3%	-$92.7K	0.13%	167
2018 Q3	$30.9M	Sell	222,349 -13,470	-6%	-$1.68M	0.13%	174
2018 Q2	$24.2M	Sell	235,819 -1,505	-0.6%	-$152K	0.1%	215
2018 Q1	$23M	Sell	237,324 -8,823	-4%	-$856K	0.1%	223
2017 Q4	$21.6M	Sell	246,147 -6,688	-3%	-$537K	0.09%	245
2017 Q3	$20.1M	Buy	252,835 +5,147	+2%	+$414K	0.09%	258
2017 Q2	$21.6M	Sell	247,688 -1,700	-0.7%	-$144K	0.1%	229
2017 Q1	$22.2M	Buy	249,388 +4,680	+2%	+$390K	0.11%	223
2016 Q4	$18.1M	Sell	244,708 -2,538	-1%	-$190K	0.1%	240
2016 Q3	$18.7M	Sell	247,246 -10,469	-4%	-$802K	0.1%	231
2016 Q2	$19.8M	Sell	257,715 -847	-0.3%	-$66.9K	0.11%	216
2016 Q1	$20.2M	Sell	258,562 -692	-0.3%	-$48.3K	0.12%	206
2015 Q4	$17.5M	Sell	259,254 -3,000	-1%	-$209K	0.1%	231
2015 Q3	$20.3M	Buy	262,254 +32,489	+14%	+$2.88M	0.13%	196
2015 Q2	$20.8M	Sell	229,765 -301	-0.1%	-$24.1K	0.12%	202
2015 Q1	$17.3M	Buy	+230,066	New	+$16.5M	0.1%	235

Other funds holding HCA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Chevy Chase Trust's HCA Position: Q1 2026 in Review

Chevy Chase Trust reduced its HCA Healthcare (HCA) stake by 4.8% in Q1 2026, selling an estimated $1.95M and leaving 77,166 shares worth $36.5M. The position accounts for 0.11% of the portfolio, ranked #172.

Chevy Chase Trust first reported a position in HCA in Q1 2015 and has held it in 45 quarters since. The position peaked at $40.5M in Q3 2024. 1,414 funds tracked by Wall St. Rank hold HCA as of Q1 2026.

Chevy Chase Trust held 77,166 shares of HCA Healthcare worth $36.5M as of Q1 2026.
Chevy Chase Trust sold 3,876 HCA Healthcare shares in Q1 2026, an estimated $1.95M.
HCA Healthcare made up 0.11% of Chevy Chase Trust's portfolio in Q1 2026, its #172 holding.
Chevy Chase Trust first reported a position in HCA Healthcare in Q1 2015 and has held it in 45 quarters since.
Chevy Chase Trust's HCA Healthcare position peaked at $40.5M in Q3 2024.
1,414 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2026.

Based on Chevy Chase Trust's 13F filing for Q1 2026, filed 15 May 2026.