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CM Wealth Advisors’s HCA Healthcare HCA Stock Holding History

CM 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 		$206K Hold
528
– – 0.04% 187
2026
Q1 		$250K Hold
528
– – 0.05% 123
2025
Q4 		$247K Buy
+528
New +$245K 0.06% 127
2024
Q2 		– Sell
-1,051
Closed -$330K – 114
2024
Q1 		$330K Buy
+1,051
New +$321K 0.09% 126
2023
Q2 		– Sell
-5,702
Closed -$1.59M – 278
2023
Q1 		$1.59M Buy
+5,702
New +$1.45M 0.31% 73

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

CM Wealth Advisors's HCA Position: Q2 2026 in Review

CM Wealth Advisors held its HCA Healthcare (HCA) position steady in Q2 2026 at 528 shares worth $206K. The position accounts for 0.04% of the portfolio, ranked #187.

CM Wealth Advisors first reported a position in HCA in Q1 2023 and has held it in 5 quarters since. The position peaked at $1.59M in Q1 2023. 1,333 funds tracked by Wall St. Rank hold HCA as of Q2 2026.

  • CM Wealth Advisors held 528 shares of HCA Healthcare worth $206K as of Q2 2026.
  • CM Wealth Advisors left its HCA Healthcare share count unchanged in Q2 2026.
  • HCA Healthcare made up 0.04% of CM Wealth Advisors's portfolio in Q2 2026, its #187 holding.
  • CM Wealth Advisors first reported a position in HCA Healthcare in Q1 2023 and has held it in 5 quarters since.
  • CM Wealth Advisors's HCA Healthcare position peaked at $1.59M in Q1 2023.
  • 1,333 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.