EPW
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM