Exencial Wealth Advisors’s HCA Healthcare HCA Stock Holding History

Exencial Wealth Advisors’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	$318K	Buy	673 +10	+2%	+$5.03K	0.01%	468
2025 Q4	$310K	Buy	663 +103	+18%	+$47.8K	0.01%	462
2025 Q3	$239K	Buy	+560	New	+$217K	0.01%	487
2025 Q2	–	Sell	-680	Closed	-$235K	–	503
2025 Q1	$235K	Buy	680 +10	+1%	+$3.22K	0.01%	464
2024 Q4	$201K	Sell	670 -45	-6%	-$15.7K	0.01%	490
2024 Q3	$291K	Sell	715 -96	-12%	-$35.1K	0.01%	434
2024 Q2	$261K	Buy	811 +46	+6%	+$14.9K	0.01%	442
2024 Q1	$255K	Sell	765 -91	-11%	-$27.8K	0.01%	459
2023 Q4	$232K	Buy	+856	New	+$212K	0.01%	454
2019 Q4	–	Sell	-3,150	Closed	-$379K	–	269
2019 Q3	$379K	Buy	+3,150	New	+$407K	0.08%	173

Other funds holding HCA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Exencial Wealth Advisors's HCA Position: Q1 2026 in Review

Exencial Wealth Advisors increased its HCA Healthcare (HCA) stake by 1.5% in Q1 2026, buying an estimated $5.03K and bringing the position to 673 shares worth $318K. The position accounts for 0.01% of the portfolio, ranked #468.

Exencial Wealth Advisors first reported a position in HCA in Q3 2019 and has held it in 10 quarters since. The position peaked at $379K in Q3 2019. 1,420 funds tracked by Wall St. Rank hold HCA as of Q1 2026.

Exencial Wealth Advisors held 673 shares of HCA Healthcare worth $318K as of Q1 2026.
Exencial Wealth Advisors bought 10 HCA Healthcare shares in Q1 2026, an estimated $5.03K.
HCA Healthcare made up 0.01% of Exencial Wealth Advisors's portfolio in Q1 2026, its #468 holding.
Exencial Wealth Advisors first reported a position in HCA Healthcare in Q3 2019 and has held it in 10 quarters since.
Exencial Wealth Advisors's HCA Healthcare position peaked at $379K in Q3 2019.
1,420 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.