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EP Wealth Advisors’s HCA Healthcare HCA Stock Holding History

EP Wealth Advisors’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 		$43.3M Buy
111,026
+7,909
+8% +$3.34M 0.17% 103
2026
Q1 		$48.8M Sell
103,117
-1,338
-1% -$674K 0.24% 69
2025
Q4 		$48.8M Buy
+104,455
New +$48.5M 0.25% 67
2025
Q2 		$39.7M Sell
103,646
-1,165
-1% -$420K 0.26% 70
2025
Q1 		$36.2M Sell
104,811
-44,035
-30% -$14.2M 0.29% 70
2024
Q4 		$44.7M Sell
148,846
-1,859
-1% -$650K 0.36% 60
2024
Q3 		$61.3M Sell
150,705
-74,441
-33% -$27.3M 0.53% 45
2024
Q2 		$72.3M Buy
225,146
+3,516
+2% +$1.14M 0.77% 31
2024
Q1 		$73.9M Buy
221,630
+5,224
+2% +$1.6M 0.86% 27
2023
Q4 		$58.6M Buy
216,406
+7,441
+4% +$1.84M 0.75% 33
2023
Q3 		$51.4M Buy
208,965
+174,240
+502% +$47.7M 0.8% 29
2023
Q2 		$63.1M Buy
34,725
+29,225
+531% +$8.13M 0.91% 21
2023
Q1 		$210K Sell
5,500
-193,781
-97% -$49.2M ﹤0.01% 565
2022
Q4 		$47.8M Buy
199,281
+7,274
+4% +$1.63M 0.86% 30
2022
Q3 		$35.3M Buy
192,007
+53,322
+38% +$10.6M 0.8% 35
2022
Q2 		$23.3M Buy
138,685
+5,895
+4% +$1.27M 0.52% 53
2022
Q1 		$33.3M Buy
132,790
+319
+0.2% +$80.1K 0.73% 37
2021
Q4 		$34M Buy
132,471
+1,048
+0.8% +$256K 0.8% 29
2021
Q3 		$31.9M Sell
131,423
-3,231
-2% -$790K 0.87% 27
2021
Q2 		$27.8M Buy
134,654
+2,291
+2% +$467K 0.77% 33
2021
Q1 		$24.9M Buy
132,363
+6,619
+5% +$1.17M 0.79% 30
2020
Q4 		$20.7M Buy
125,744
+7,064
+6% +$1.03M 0.73% 32
2020
Q3 		$14.8M Buy
+118,680
New +$14.7M 0.64% 37

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

EP Wealth Advisors's HCA Position: Q2 2026 in Review

EP Wealth Advisors increased its HCA Healthcare (HCA) stake by 7.7% in Q2 2026, buying an estimated $3.34M and bringing the position to 111,026 shares worth $43.3M. The position accounts for 0.17% of the portfolio, ranked #103.

EP Wealth Advisors first reported a position in HCA in Q3 2020 and has held it in 23 quarters since. The position peaked at $73.9M in Q1 2024. 1,333 funds tracked by Wall St. Rank hold HCA as of Q2 2026.

  • EP Wealth Advisors held 111,026 shares of HCA Healthcare worth $43.3M as of Q2 2026.
  • EP Wealth Advisors bought 7,909 HCA Healthcare shares in Q2 2026, an estimated $3.34M.
  • HCA Healthcare made up 0.17% of EP Wealth Advisors's portfolio in Q2 2026, its #103 holding.
  • EP Wealth Advisors first reported a position in HCA Healthcare in Q3 2020 and has held it in 23 quarters since.
  • EP Wealth Advisors's HCA Healthcare position peaked at $73.9M in Q1 2024.
  • 1,333 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.