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Financial Strategies Group’s HCA Healthcare HCA Stock Holding History

Financial Strategies Group’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 		$9.59M Sell
21,505
-2,640
-11% -$1.33M 1.6% 21
2025
Q4 		$11.7M Sell
24,145
-952
-4% -$442K 2.11% 14
2025
Q3 		$11.6M Sell
25,097
-1,577
-6% -$611K 2.21% 13
2025
Q2 		$10M Sell
26,674
-204
-0.8% -$73.5K 2.09% 13
2025
Q1 		$9.02M Buy
26,878
+3,184
+13% +$1.02M 2.13% 13
2024
Q4 		$7.17M Buy
23,694
+3,495
+17% +$1.22M 1.72% 18
2024
Q3 		$7.99M Buy
20,199
+1,409
+7% +$516K 1.87% 15
2024
Q2 		$5.95M Buy
18,790
+2,501
+15% +$813K 1.5% 21
2024
Q1 		$5.36M Buy
16,289
+1,844
+13% +$564K 1.44% 22
2023
Q4 		$4.03M Buy
14,445
+3,037
+27% +$751K 1.15% 23
2023
Q3 		$2.78M Buy
11,408
+2,478
+28% +$678K 0.88% 26
2023
Q2 		$2.71M Buy
8,930
+3,195
+56% +$888K 0.87% 24
2023
Q1 		$1.51M Buy
5,735
+456
+9% +$116K 0.58% 31
2022
Q4 		$1.27M Buy
5,279
+63
+1% +$14.1K 0.53% 36
2022
Q3 		$959K Buy
+5,216
New +$1.04M 0.43% 42

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

Financial Strategies Group's HCA Position: Q1 2026 in Review

Financial Strategies Group reduced its HCA Healthcare (HCA) stake by 11% in Q1 2026, selling an estimated $1.33M and leaving 21,505 shares worth $9.59M. The position accounts for 1.6% of the portfolio, ranked #21.

Financial Strategies Group first reported a position in HCA in Q3 2022 and has held it in 15 quarters since. The position peaked at $11.7M in Q4 2025. 1,415 funds tracked by Wall St. Rank hold HCA as of Q1 2026.

  • Financial Strategies Group held 21,505 shares of HCA Healthcare worth $9.59M as of Q1 2026.
  • Financial Strategies Group sold 2,640 HCA Healthcare shares in Q1 2026, an estimated $1.33M.
  • HCA Healthcare made up 1.6% of Financial Strategies Group's portfolio in Q1 2026, its #21 holding.
  • Financial Strategies Group first reported a position in HCA Healthcare in Q3 2022 and has held it in 15 quarters since.
  • Financial Strategies Group's HCA Healthcare position peaked at $11.7M in Q4 2025.
  • 1,415 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2026.

Based on Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.