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Dougherty & Associates’s HCA Healthcare HCA Stock Holding History

Dougherty & Associates’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 		$550K Buy
1,411
+244
+21% +$103K 0.44% 38
2026
Q1 		$552K Buy
1,167
+51
+5% +$25.7K 0.51% 37
2025
Q4 		$521K Buy
+1,116
New +$518K 0.47% 36

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 $60.8B AUM 26.63% 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

Dougherty & Associates's HCA Position: Q2 2026 in Review

Dougherty & Associates increased its HCA Healthcare (HCA) stake by 21% in Q2 2026, buying an estimated $103K and bringing the position to 1,411 shares worth $550K. The position accounts for 0.44% of the portfolio, ranked #38.

Dougherty & Associates first reported a position in HCA in Q4 2025 and has held it in 3 quarters since. The position peaked at $552K in Q1 2026. 1,337 funds tracked by Wall St. Rank hold HCA as of Q2 2026.

  • Dougherty & Associates held 1,411 shares of HCA Healthcare worth $550K as of Q2 2026.
  • Dougherty & Associates bought 244 HCA Healthcare shares in Q2 2026, an estimated $103K.
  • HCA Healthcare made up 0.44% of Dougherty & Associates's portfolio in Q2 2026, its #38 holding.
  • Dougherty & Associates first reported a position in HCA Healthcare in Q4 2025 and has held it in 3 quarters since.
  • Dougherty & Associates's HCA Healthcare position peaked at $552K in Q1 2026.
  • 1,337 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2026.

Based on Dougherty & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.