Evelyn Partners Asset Management’s HCA Healthcare HCA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$98K Buy
207
+192
+1,280% +$96.7K 0.02% 137
2025
Q4
$7K Hold
15
﹤0.01% 253
2025
Q3
$6.39K Hold
15
﹤0.01% 249
2025
Q2
$5.75K Hold
15
﹤0.01% 214
2025
Q1
$5.18K Hold
15
﹤0.01% 221
2024
Q4
$4.5K Buy
+15
New +$5.24K ﹤0.01% 223

Other funds holding HCA

Evelyn Partners Asset Management's HCA Position: Q1 2026 in Review

Evelyn Partners Asset Management increased its HCA Healthcare (HCA) stake by 1,280% in Q1 2026, buying an estimated $96.7K and bringing the position to 207 shares worth $98K. The position accounts for 0.02% of the portfolio, ranked #137.

Evelyn Partners Asset Management first reported a position in HCA in Q4 2024 and has held it in 6 quarters since. 1,414 funds tracked by Wall St. Rank hold HCA as of Q1 2026.

  • Evelyn Partners Asset Management held 207 shares of HCA Healthcare worth $98K as of Q1 2026.
  • Evelyn Partners Asset Management bought 192 HCA Healthcare shares in Q1 2026, an estimated $96.7K.
  • HCA Healthcare made up 0.02% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #137 holding.
  • Evelyn Partners Asset Management first reported a position in HCA Healthcare in Q4 2024 and has held it in 6 quarters since.
  • 1,414 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.