Essex Savings Bank’s HCA Healthcare HCA Stock Holding History

Essex Savings Bank’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	$333K	Hold	855	–	–	0.07%	218
2026 Q1	$405K	Hold	855	–	–	0.09%	188
2025 Q4	$399K	Hold	855	–	–	0.09%	191
2025 Q3	$364K	Hold	855	–	–	0.08%	195
2025 Q2	$328K	Hold	855	–	–	0.08%	206
2025 Q1	$295K	Buy	855 +64	+8%	+$20.6K	0.07%	214
2024 Q4	$237K	Sell	791 -159	-17%	-$55.6K	0.06%	248
2024 Q3	$386K	Hold	950	–	–	0.1%	184
2024 Q2	$305K	Hold	950	–	–	0.08%	192
2024 Q1	$257K	Hold	950	–	–	0.07%	221
2023 Q4	$257K	Sell	950 -81	-8%	-$20K	0.07%	220
2023 Q3	$254K	Hold	1,031	–	–	0.09%	191
2023 Q2	$313K	Sell	1,031 -59	-5%	-$16.4K	0.1%	165
2023 Q1	$287K	Sell	1,090 -186	-15%	-$47.2K	0.1%	170
2022 Q4	$306K	Hold	1,276	–	–	0.11%	169
2022 Q3	$235K	Buy	+1,276	New	+$254K	0.09%	183

Other funds holding HCA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

CCP

Cryder Capital Partners London, United Kingdom $1.59B AUM 0.23% 1-Year Est. Return

Essex Savings Bank's HCA Position: Q2 2026 in Review

Essex Savings Bank held its HCA Healthcare (HCA) position steady in Q2 2026 at 855 shares worth $333K. The position accounts for 0.07% of the portfolio, ranked #218.

Essex Savings Bank first reported a position in HCA in Q3 2022 and has held it in 16 quarters since. The position peaked at $405K in Q1 2026. 750 funds tracked by Wall St. Rank hold HCA as of Q2 2026.

Essex Savings Bank held 855 shares of HCA Healthcare worth $333K as of Q2 2026.
Essex Savings Bank left its HCA Healthcare share count unchanged in Q2 2026.
HCA Healthcare made up 0.07% of Essex Savings Bank's portfolio in Q2 2026, its #218 holding.
Essex Savings Bank first reported a position in HCA Healthcare in Q3 2022 and has held it in 16 quarters since.
Essex Savings Bank's HCA Healthcare position peaked at $405K in Q1 2026.
750 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.