Congress Wealth Management’s HCA Healthcare HCA Stock Holding History

Congress 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
2025 Q2	$3.31M	Buy	8,644 +7,367	+577%	+$2.65M	0.03%	465
2025 Q1	$441K	Buy	1,277 +238	+23%	+$76.5K	0.01%	849
2024 Q4	$312K	Buy	1,039 +34	+3%	+$11.9K	﹤0.01%	756
2024 Q3	$408K	Sell	1,005 -7	-0.7%	-$2.56K	0.01%	671
2024 Q2	$325K	Hold	1,012	–	–	0.01%	594
2024 Q1	$338K	Buy	1,012 +60	+6%	+$18.3K	0.01%	493
2023 Q4	$258K	Sell	952 -12	-1%	-$2.97K	﹤0.01%	555
2023 Q3	$237K	Sell	964 -11	-1%	-$3.01K	﹤0.01%	554
2023 Q2	$296K	Sell	975 -320	-25%	-$89K	0.01%	485
2023 Q1	$341K	Hold	1,295	–	–	0.01%	469
2022 Q4	$311K	Sell	1,295 -38	-3%	-$8.51K	0.01%	470
2022 Q3	$245K	Hold	1,333	–	–	0.01%	497
2022 Q2	$224K	Hold	1,333	–	–	0.01%	518
2022 Q1	$334K	Buy	1,333 +10	+0.8%	+$2.51K	0.01%	495
2021 Q4	$340K	Buy	+1,323	New	+$324K	0.01%	511

Other funds holding HCA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Congress Wealth Management's HCA Position: Q2 2025 in Review

Congress Wealth Management increased its HCA Healthcare (HCA) stake by 577% in Q2 2025, buying an estimated $2.65M and bringing the position to 8,644 shares worth $3.31M. The position accounts for 0.03% of the portfolio, ranked #465.

Congress Wealth Management first reported a position in HCA in Q4 2021 and has held it in 15 quarters since. 1,250 funds tracked by Wall St. Rank hold HCA as of Q2 2025.

Congress Wealth Management held 8,644 shares of HCA Healthcare worth $3.31M as of Q2 2025.
Congress Wealth Management bought 7,367 HCA Healthcare shares in Q2 2025, an estimated $2.65M.
HCA Healthcare made up 0.03% of Congress Wealth Management's portfolio in Q2 2025, its #465 holding.
Congress Wealth Management first reported a position in HCA Healthcare in Q4 2021 and has held it in 15 quarters since.
1,250 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.