Cumberland Partners’s HCA Healthcare HCA Stock Holding History

Cumberland 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	$1.42M	Sell	3,000 -5,250	-64%	-$2.64M	0.11%	105
2025 Q4	$3.85M	Buy	8,250 +750	+10%	+$348K	0.24%	85
2025 Q3	$3.2M	Buy	7,500 +1,500	+25%	+$581K	0.21%	84
2025 Q2	$2.3M	Buy	+6,000	New	+$2.16M	0.16%	96
2024 Q4	–	Sell	-3,500	Closed	-$1.42M	–	182
2024 Q3	$1.42M	Sell	3,500 -500	-13%	-$183K	0.1%	121
2024 Q2	$1.29M	Buy	+4,000	New	+$1.3M	0.09%	114
2023 Q4	–	Sell	-6,132	Closed	-$1.51M	–	182
2023 Q3	$1.51M	Buy	6,132 +750	+14%	+$205K	0.15%	103
2023 Q2	$1.63M	Sell	5,382 -338	-6%	-$94K	0.15%	99
2023 Q1	$1.51M	Buy	5,720 +1,500	+36%	+$381K	0.15%	93
2022 Q4	$1.01M	Buy	+4,220	New	+$945K	0.11%	104
2018 Q3	–	Sell	-7,000	Closed	-$718K	–	193
2018 Q2	$718K	Buy	+7,000	New	+$708K	0.07%	117

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

Cumberland Partners's HCA Position: Q1 2026 in Review

Cumberland Partners reduced its HCA Healthcare (HCA) stake by 64% in Q1 2026, selling an estimated $2.64M and leaving 3,000 shares worth $1.42M. The position accounts for 0.11% of the portfolio, ranked #105.

Cumberland Partners first reported a position in HCA in Q2 2018 and has held it in 11 quarters since. The position peaked at $3.85M in Q4 2025. 1,414 funds tracked by Wall St. Rank hold HCA as of Q1 2026.

Cumberland Partners held 3,000 shares of HCA Healthcare worth $1.42M as of Q1 2026.
Cumberland Partners sold 5,250 HCA Healthcare shares in Q1 2026, an estimated $2.64M.
HCA Healthcare made up 0.11% of Cumberland Partners's portfolio in Q1 2026, its #105 holding.
Cumberland Partners first reported a position in HCA Healthcare in Q2 2018 and has held it in 11 quarters since.
Cumberland Partners's HCA Healthcare position peaked at $3.85M in Q4 2025.
1,414 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2026.

Based on Cumberland Partners's 13F filing for Q1 2026, filed 14 May 2026.