Evermay Wealth Management’s HCA Healthcare HCA Stock Holding History

Evermay Wealth Management’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	$18K	Sell	38 -4	-10%	-$2.01K	﹤0.01%	404
2025 Q4	$19.6K	Hold	42	–	–	﹤0.01%	392
2025 Q3	$17.9K	Hold	42	–	–	﹤0.01%	398
2025 Q2	$16.1K	Hold	42	–	–	﹤0.01%	405
2025 Q1	$14.5K	Hold	42	–	–	﹤0.01%	410
2024 Q4	$12.6K	Hold	42	–	–	﹤0.01%	419
2024 Q3	$17.1K	Hold	42	–	–	﹤0.01%	406
2024 Q2	$13.5K	Hold	42	–	–	﹤0.01%	430
2024 Q1	$14K	Sell	42 -2	-5%	-$611	﹤0.01%	442
2023 Q4	$11.9K	Buy	44 +2	+5%	+$494	﹤0.01%	436
2023 Q3	$10.3K	Hold	42	–	–	﹤0.01%	424
2023 Q2	$12.7K	Hold	42	–	–	﹤0.01%	405
2023 Q1	$11.1K	Buy	+42	New	+$10.7K	﹤0.01%	409

Other funds holding HCA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Evermay Wealth Management's HCA Position: Q1 2026 in Review

Evermay Wealth Management reduced its HCA Healthcare (HCA) stake by 9.5% in Q1 2026, selling an estimated $2.01K and leaving 38 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #404.

Evermay Wealth Management first reported a position in HCA in Q1 2023 and has held it in 13 quarters since. The position peaked at $19.6K in Q4 2025. 1,414 funds tracked by Wall St. Rank hold HCA as of Q1 2026.

Evermay Wealth Management held 38 shares of HCA Healthcare worth $18K as of Q1 2026.
Evermay Wealth Management sold 4 HCA Healthcare shares in Q1 2026, an estimated $2.01K.
HCA Healthcare made up ﹤0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #404 holding.
Evermay Wealth Management first reported a position in HCA Healthcare in Q1 2023 and has held it in 13 quarters since.
Evermay Wealth Management's HCA Healthcare position peaked at $19.6K in Q4 2025.
1,414 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.