Evelyn Partners Investment 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
$8.52K Hold
18
﹤0.01% 359
2025
Q4
$8.4K Sell
18
-7
-28% -$3.25K ﹤0.01% 366
2025
Q3
$10.7K Sell
25
-5
-17% -$1.94K ﹤0.01% 348
2025
Q2
$11.5K Hold
30
﹤0.01% 350
2025
Q1
$10.4K Hold
30
﹤0.01% 352
2024
Q4
$9K Buy
+30
New +$10.5K ﹤0.01% 365

Other funds holding HCA

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

Evelyn Partners Investment Management held its HCA Healthcare (HCA) position steady in Q1 2026 at 18 shares worth $8.52K. The position accounts for ﹤0.01% of the portfolio, ranked #359.

Evelyn Partners Investment Management first reported a position in HCA in Q4 2024 and has held it in 6 quarters since. The position peaked at $11.5K in Q2 2025. 1,415 funds tracked by Wall St. Rank hold HCA as of Q1 2026.

  • Evelyn Partners Investment Management held 18 shares of HCA Healthcare worth $8.52K as of Q1 2026.
  • Evelyn Partners Investment Management left its HCA Healthcare share count unchanged in Q1 2026.
  • HCA Healthcare made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #359 holding.
  • Evelyn Partners Investment Management first reported a position in HCA Healthcare in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's HCA Healthcare position peaked at $11.5K in Q2 2025.
  • 1,415 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2026.

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