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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
Q2 		$10.1K Buy
+26
New +$11K ﹤0.01% 570
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 $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

Concord Wealth Partners's HCA Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in HCA Healthcare (HCA) in Q2 2026: 26 shares worth $10.1K. The stake represents ﹤0.01% of the portfolio and ranks #570 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in HCA as recently as Q4 2025.

Concord Wealth Partners first reported a position in HCA in Q1 2021 and has held it in 20 quarters since. The position peaked at $45.7K in Q2 2023. 1,339 funds tracked by Wall St. Rank hold HCA as of Q2 2026.

  • Concord Wealth Partners held 26 shares of HCA Healthcare worth $10.1K as of Q2 2026.
  • HCA Healthcare was a new Concord Wealth Partners position in Q2 2026.
  • HCA Healthcare made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #570 holding.
  • Concord Wealth Partners first reported a position in HCA Healthcare in Q1 2021 and has held it in 20 quarters since.
  • Concord Wealth Partners's HCA Healthcare position peaked at $45.7K in Q2 2023.
  • 1,339 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.