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 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 $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

Compass Wealth Management's HCA Position: Q1 2026 in Review

Compass Wealth Management reduced its HCA Healthcare (HCA) stake by 7.1% in Q1 2026, selling an estimated $427K and leaving 11,051 shares worth $5.23M. The position accounts for 1.29% of the portfolio, ranked #28.

Compass Wealth Management first reported a position in HCA in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.35M in Q3 2024. 1,414 funds tracked by Wall St. Rank hold HCA as of Q1 2026.

Compass Wealth Management held 11,051 shares of HCA Healthcare worth $5.23M as of Q1 2026.
Compass Wealth Management sold 849 HCA Healthcare shares in Q1 2026, an estimated $427K.
HCA Healthcare made up 1.29% of Compass Wealth Management's portfolio in Q1 2026, its #28 holding.
Compass Wealth Management first reported a position in HCA Healthcare in Q4 2022 and has held it in 14 quarters since.
Compass Wealth Management's HCA Healthcare position peaked at $6.35M in Q3 2024.
1,414 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2026.

Based on Compass Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.