Claret Asset Management’s HCA Healthcare HCA Stock Holding History

Claret Asset 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
2026 Q2	$226K	Sell	579 -28	-5%	-$11.8K	0.02%	366
2026 Q1	$287K	Hold	607	–	–	0.03%	198
2025 Q4	$283K	Buy	607 +2	+0.3%	+$929	0.03%	200
2025 Q3	$258K	Sell	605 -9	-1%	-$3.49K	0.03%	232
2025 Q2	$235K	Buy	+614	New	+$221K	0.03%	245
2025 Q1	–	Hold	0	–	–	–	282
2024 Q4	–	Sell	-576	Closed	-$234K	–	323
2024 Q3	$234K	Buy	+576	New	+$211K	0.04%	197

Other funds holding HCA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Claret Asset Management's HCA Position: Q2 2026 in Review

Claret Asset Management reduced its HCA Healthcare (HCA) stake by 4.6% in Q2 2026, selling an estimated $11.8K and leaving 579 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #366.

Claret Asset Management first reported a position in HCA in Q3 2024 and has held it in 6 quarters since. The position peaked at $287K in Q1 2026. 1,333 funds tracked by Wall St. Rank hold HCA as of Q2 2026.

Claret Asset Management held 579 shares of HCA Healthcare worth $226K as of Q2 2026.
Claret Asset Management sold 28 HCA Healthcare shares in Q2 2026, an estimated $11.8K.
HCA Healthcare made up 0.02% of Claret Asset Management's portfolio in Q2 2026, its #366 holding.
Claret Asset Management first reported a position in HCA Healthcare in Q3 2024 and has held it in 6 quarters since.
Claret Asset Management's HCA Healthcare position peaked at $287K in Q1 2026.
1,333 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2026.

Based on Claret Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.