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Evergreen Private Wealth’s HCA Healthcare HCA Stock Holding History

Evergreen Private Wealth’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 		$4.3M Buy
11,021
+160
+1% +$67.6K 1.59% 27
2026
Q1 		$5.14M Sell
10,861
-179
-2% -$90.1K 2.08% 25
2025
Q4 		$5.15M Sell
11,040
-1,944
-15% -$903K 2.03% 24
2025
Q3 		$5.53M Sell
12,984
-252
-2% -$97.7K 2.24% 19
2025
Q2 		$5.07M Buy
13,236
+192
+1% +$69.2K 2.12% 22
2025
Q1 		$4.51M Buy
13,044
+257
+2% +$82.7K 2.11% 23
2024
Q4 		$3.84M Buy
12,787
+35
+0.3% +$12.2K 1.8% 25
2024
Q3 		$5.18M Buy
12,752
+81
+0.6% +$29.7K 2.4% 16
2024
Q2 		$4.07M Sell
12,671
-63
-0.5% -$20.5K 2.01% 23
2024
Q1 		$4.25M Sell
12,734
-7,580
-37% -$2.32M 2.13% 24
2023
Q4 		$5.5M Buy
+20,314
New +$5.02M 2.96% 8

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 $3.38T AUM 44.17% 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 $60.8B AUM 26.63% 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

Evergreen Private Wealth's HCA Position: Q2 2026 in Review

Evergreen Private Wealth increased its HCA Healthcare (HCA) stake by 1.5% in Q2 2026, buying an estimated $67.6K and bringing the position to 11,021 shares worth $4.3M. The position accounts for 1.59% of the portfolio, ranked #27.

Evergreen Private Wealth first reported a position in HCA in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.53M in Q3 2025. 1,342 funds tracked by Wall St. Rank hold HCA as of Q2 2026.

  • Evergreen Private Wealth held 11,021 shares of HCA Healthcare worth $4.3M as of Q2 2026.
  • Evergreen Private Wealth bought 160 HCA Healthcare shares in Q2 2026, an estimated $67.6K.
  • HCA Healthcare made up 1.59% of Evergreen Private Wealth's portfolio in Q2 2026, its #27 holding.
  • Evergreen Private Wealth first reported a position in HCA Healthcare in Q4 2023 and has held it in 11 quarters since.
  • Evergreen Private Wealth's HCA Healthcare position peaked at $5.53M in Q3 2025.
  • 1,342 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2026.

Based on Evergreen Private Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.