Dakota Wealth Management’s HCA Healthcare HCA Stock Holding History

Dakota 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 Q3	–	Sell	-690	Closed	-$264K	–	717
2025 Q2	$264K	Buy	690 +51	+8%	+$18.4K	0.01%	655
2025 Q1	$221K	Buy	+639	New	+$206K	0.01%	697
2024 Q4	–	Sell	-617	Closed	-$251K	–	773
2024 Q3	$251K	Buy	+617	New	+$226K	0.01%	639
2024 Q2	–	Sell	-680	Closed	-$227K	–	734
2024 Q1	$227K	Buy	+680	New	+$208K	0.01%	641
2023 Q4	–	Sell	-6,713	Closed	-$1.65M	–	679
2023 Q3	$1.65M	Buy	6,713 +5,988	+826%	+$1.64M	0.07%	227
2023 Q2	$220K	Buy	+725	New	+$202K	0.01%	566

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 $3.38T AUM 44.17% 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

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

Dakota Wealth Management's HCA Position: Q3 2025 in Review

Dakota Wealth Management sold out of HCA Healthcare (HCA) in Q3 2025, closing a stake of 690 shares — an estimated $264K sold.

Dakota Wealth Management first reported a position in HCA in Q2 2023 and held it in 6 quarters. The position peaked at $1.65M in Q3 2023. 1,288 funds tracked by Wall St. Rank hold HCA as of Q3 2025.

Dakota Wealth Management reported no remaining HCA Healthcare position as of Q3 2025 after selling out during the quarter.
Dakota Wealth Management sold 690 HCA Healthcare shares in Q3 2025, an estimated $264K.
Dakota Wealth Management first reported a position in HCA Healthcare in Q2 2023 and held it in 6 quarters.
Dakota Wealth Management's HCA Healthcare position peaked at $1.65M in Q3 2023.
1,288 funds tracked by Wall St. Rank held HCA Healthcare as of Q3 2025.

Based on Dakota Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.