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Concord Wealth Partners’s HCA Healthcare HCA Stock Holding History

Concord Wealth Partners’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 		– Sell
-26
Closed -$12.1K – 443
2025
Q4 		$12.1K Hold
26
– – ﹤0.01% 510
2025
Q3 		$11.1K Hold
26
– – ﹤0.01% 523
2025
Q2 		$9.96K Hold
26
– – ﹤0.01% 546
2025
Q1 		$8.98K Sell
26
-84
-76% -$27K ﹤0.01% 521
2024
Q4 		$32.9K Hold
110
– – 0.01% 390
2024
Q3 		$44.5K Buy
110
+1
+0.9% +$366 0.01% 353
2024
Q2 		$35.1K Sell
109
-17
-13% -$5.52K 0.01% 352
2024
Q1 		$42.1K Hold
126
– – 0.01% 381
2023
Q4 		$34.1K Sell
126
-25
-17% -$6.18K 0.01% 411
2023
Q3 		$37.1K Hold
151
– – 0.01% 415
2023
Q2 		$45.7K Hold
151
– – 0.01% 379
2023
Q1 		$39.7K Buy
151
+53
+54% +$13.5K 0.01% 380
2022
Q4 		$23.6K Buy
+98
New +$21.9K 0.01% 497
2022
Q3 		– Sell
-98
Closed -$16K – 563
2022
Q2 		$16K Buy
98
+37
+61% +$7.95K ﹤0.01% 593
2022
Q1 		$15K Buy
61
+10
+20% +$2.51K ﹤0.01% 686
2021
Q4 		$13K Buy
51
+26
+104% +$6.36K ﹤0.01% 731
2021
Q3 		$6K Sell
25
-26
-51% -$6.36K ﹤0.01% 549
2021
Q2 		$11K Buy
51
+25
+96% +$5.09K ﹤0.01% 610
2021
Q1 		$5K Buy
+26
New +$4.58K ﹤0.01% 667

Other funds holding HCA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Concord Wealth Partners's HCA Position: Q1 2026 in Review

Concord Wealth Partners sold out of HCA Healthcare (HCA) in Q1 2026, closing a stake of 26 shares — an estimated $12.1K sold.

Concord Wealth Partners first reported a position in HCA in Q1 2021 and held it in 19 quarters. The position peaked at $45.7K in Q2 2023. 1,414 funds tracked by Wall St. Rank hold HCA as of Q1 2026.

  • Concord Wealth Partners reported no remaining HCA Healthcare position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 26 HCA Healthcare shares in Q1 2026, an estimated $12.1K.
  • Concord Wealth Partners first reported a position in HCA Healthcare in Q1 2021 and held it in 19 quarters.
  • Concord Wealth Partners's HCA Healthcare position peaked at $45.7K in Q2 2023.
  • 1,414 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.