Compass Wealth Management’s HCA Healthcare HCA Stock Holding History

Compass 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
2026 Q2	$4.3M	Sell	11,026 -25	-0.2%	-$10.6K	0.81%	46
2026 Q1	$5.23M	Sell	11,051 -849	-7%	-$427K	1.29%	28
2025 Q4	$5.56M	Sell	11,900 -132	-1%	-$61.3K	1.39%	27
2025 Q3	$5.13M	Sell	12,032 -715	-6%	-$277K	1.15%	30
2025 Q2	$4.88M	Sell	12,747 -260	-2%	-$93.7K	1.16%	31
2025 Q1	$4.49M	Sell	13,007 -2,139	-14%	-$688K	1.15%	31
2024 Q4	$4.55M	Sell	15,146 -475	-3%	-$166K	1.09%	32
2024 Q3	$6.35M	Sell	15,621 -671	-4%	-$246K	1.49%	14
2024 Q2	$5.23M	Sell	16,292 -115	-0.7%	-$37.4K	1.29%	23
2024 Q1	$5.47M	Sell	16,407 -330	-2%	-$101K	1.37%	20
2023 Q4	$4.53M	Sell	16,737 -476	-3%	-$118K	1.27%	23
2023 Q3	$4.23M	Sell	17,213 -265	-2%	-$72.5K	1.33%	21
2023 Q2	$5.3M	Sell	17,478 -300	-2%	-$83.4K	1.6%	13
2023 Q1	$4.69M	Sell	17,778 -1,190	-6%	-$302K	1.49%	13
2022 Q4	$4.55M	Buy	+18,968	New	+$4.25M	1.49%	15

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 $60.8B AUM 26.63% 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

Compass Wealth Management's HCA Position: Q2 2026 in Review

Compass Wealth Management reduced its HCA Healthcare (HCA) stake by 0.23% in Q2 2026, selling an estimated $10.6K and leaving 11,026 shares worth $4.3M. The position accounts for 0.81% of the portfolio, ranked #46.

Compass Wealth Management first reported a position in HCA in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.35M in Q3 2024. 1,339 funds tracked by Wall St. Rank hold HCA as of Q2 2026.

Compass Wealth Management held 11,026 shares of HCA Healthcare worth $4.3M as of Q2 2026.
Compass Wealth Management sold 25 HCA Healthcare shares in Q2 2026, an estimated $10.6K.
HCA Healthcare made up 0.81% of Compass Wealth Management's portfolio in Q2 2026, its #46 holding.
Compass Wealth Management first reported a position in HCA Healthcare in Q4 2022 and has held it in 15 quarters since.
Compass Wealth Management's HCA Healthcare position peaked at $6.35M in Q3 2024.
1,339 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2026.

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