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 Q3	$16.2K	Hold	38	–	–	﹤0.01%	453
2026 Q2	$14.8K	Hold	38	–	–	﹤0.01%	468
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

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Metropolis Capital Amersham, United Kingdom $3.63B AUM 2.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Cryder Capital Partners London, United Kingdom $1.57B AUM 4.27% 1-Year Est. Return

Evermay Wealth Management's HCA Position: Q3 2026 in Review

Evermay Wealth Management held its HCA Healthcare (HCA) position steady in Q3 2026 at 38 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #453.

Evermay Wealth Management first reported a position in HCA in Q1 2023 and has held it in 15 quarters since. The position peaked at $19.6K in Q4 2025. 713 funds tracked by Wall St. Rank hold HCA as of Q3 2026.

Evermay Wealth Management held 38 shares of HCA Healthcare worth $16.2K as of Q3 2026.
Evermay Wealth Management left its HCA Healthcare share count unchanged in Q3 2026.
HCA Healthcare made up ﹤0.01% of Evermay Wealth Management's portfolio in Q3 2026, its #453 holding.
Evermay Wealth Management first reported a position in HCA Healthcare in Q1 2023 and has held it in 15 quarters since.
Evermay Wealth Management's HCA Healthcare position peaked at $19.6K in Q4 2025.
713 funds tracked by Wall St. Rank held HCA Healthcare as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.