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 Q2	$1.17M	Hold	3,000	–	–	0.08%	118
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cumberland Partners's HCA Position: Q2 2026 in Review

Cumberland Partners held its HCA Healthcare (HCA) position steady in Q2 2026 at 3,000 shares worth $1.17M. The position accounts for 0.08% of the portfolio, ranked #118.

Cumberland Partners first reported a position in HCA in Q2 2018 and has held it in 12 quarters since. The position peaked at $3.85M in Q4 2025. 1,339 funds tracked by Wall St. Rank hold HCA as of Q2 2026.

Cumberland Partners held 3,000 shares of HCA Healthcare worth $1.17M as of Q2 2026.
Cumberland Partners left its HCA Healthcare share count unchanged in Q2 2026.
HCA Healthcare made up 0.08% of Cumberland Partners's portfolio in Q2 2026, its #118 holding.
Cumberland Partners first reported a position in HCA Healthcare in Q2 2018 and has held it in 12 quarters since.
Cumberland Partners's HCA Healthcare position peaked at $3.85M in Q4 2025.
1,339 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2026.

Based on Cumberland Partners's 13F filing for Q2 2026, filed 6 Aug 2026.