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Crestwood Advisors Group’s HCA Healthcare HCA Stock Holding History

Crestwood Advisors Group’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 		$440K Sell
1,128
-335
-23% -$142K 0.01% 540
2026
Q1 		$692K Buy
1,463
+202
+16% +$102K 0.01% 350
2025
Q4 		$589K Buy
1,261
+394
+45% +$183K 0.01% 361
2025
Q3 		$370K Buy
867
+142
+20% +$55K 0.01% 419
2025
Q2 		$278K Buy
+725
New +$261K 0.01% 460

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 $59.9B AUM 27.01% 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

Crestwood Advisors Group's HCA Position: Q2 2026 in Review

Crestwood Advisors Group reduced its HCA Healthcare (HCA) stake by 23% in Q2 2026, selling an estimated $142K and leaving 1,128 shares worth $440K. The position accounts for 0.01% of the portfolio, ranked #540.

Crestwood Advisors Group first reported a position in HCA in Q2 2025 and has held it in 5 quarters since. The position peaked at $692K in Q1 2026. 1,333 funds tracked by Wall St. Rank hold HCA as of Q2 2026.

  • Crestwood Advisors Group held 1,128 shares of HCA Healthcare worth $440K as of Q2 2026.
  • Crestwood Advisors Group sold 335 HCA Healthcare shares in Q2 2026, an estimated $142K.
  • HCA Healthcare made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #540 holding.
  • Crestwood Advisors Group first reported a position in HCA Healthcare in Q2 2025 and has held it in 5 quarters since.
  • Crestwood Advisors Group's HCA Healthcare position peaked at $692K in Q1 2026.
  • 1,333 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.