Estate Planners Group’s HCA Healthcare HCA Stock Holding History

Estate Planners Group’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 Q1	–	Sell	-393	Closed	-$183K	–	201
2025 Q4	$183K	Buy	+393	New	+$182K	0.08%	76

Other funds holding HCA

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Estate Planners Group's HCA Position: Q1 2026 in Review

Estate Planners Group sold out of HCA Healthcare (HCA) in Q1 2026, closing a stake of 393 shares — an estimated $183K sold.

Estate Planners Group first reported a position in HCA in Q4 2025 and held it in 1 quarter. The position peaked at $183K in Q4 2025. 1,420 funds tracked by Wall St. Rank hold HCA as of Q1 2026.

Estate Planners Group reported no remaining HCA Healthcare position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 393 HCA Healthcare shares in Q1 2026, an estimated $183K.
Estate Planners Group first reported a position in HCA Healthcare in Q4 2025 and held it in 1 quarter.
Estate Planners Group's HCA Healthcare position peaked at $183K in Q4 2025.
1,420 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.