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Dogwood Wealth Management’s HCA Healthcare HCA Stock Holding History

Dogwood 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
2026
Q2 		$108K Buy
277
+241
+669% +$102K 0.04% 105
2026
Q1 		$17K Buy
36
+11
+44% +$5.54K 0.01% 263
2025
Q4 		$11.7K Buy
25
+8
+47% +$3.71K 0.01% 275
2025
Q3 		$7.25K Sell
17
-2
-11% -$775 ﹤0.01% 328
2025
Q2 		$7.17K Buy
19
+12
+171% +$4.32K ﹤0.01% 342
2025
Q1 		$2.42K Buy
+7
New +$2.25K ﹤0.01% 315
2024
Q3 		– Hold
0
– – – 239
2024
Q2 		– Hold
0
– – – 298
2024
Q1 		– Hold
0
– – – 290
2023
Q4 		– Hold
0
– – – 280

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

Dogwood Wealth Management's HCA Position: Q2 2026 in Review

Dogwood Wealth Management increased its HCA Healthcare (HCA) stake by 669% in Q2 2026, buying an estimated $102K and bringing the position to 277 shares worth $108K. The position accounts for 0.04% of the portfolio, ranked #105.

Dogwood Wealth Management first reported a position in HCA in Q1 2025 and has held it in 6 quarters since. 1,333 funds tracked by Wall St. Rank hold HCA as of Q2 2026.

  • Dogwood Wealth Management held 277 shares of HCA Healthcare worth $108K as of Q2 2026.
  • Dogwood Wealth Management bought 241 HCA Healthcare shares in Q2 2026, an estimated $102K.
  • HCA Healthcare made up 0.04% of Dogwood Wealth Management's portfolio in Q2 2026, its #105 holding.
  • Dogwood Wealth Management first reported a position in HCA Healthcare in Q1 2025 and has held it in 6 quarters since.
  • 1,333 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.