Forum Financial Management’s HCA Healthcare HCA Stock Holding History

Forum Financial 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	–	Sell	-1,142	Closed	-$533K	–	623
2025 Q4	$533K	Hold	1,142	–	–	0.01%	443
2025 Q3	$487K	Buy	1,142 +44	+4%	+$17.1K	0.01%	466
2025 Q2	$421K	Buy	1,098 +65	+6%	+$23.4K	0.01%	482
2025 Q1	$357K	Hold	1,033	–	–	0.01%	500
2024 Q4	$310K	Buy	1,033 +51	+5%	+$17.8K	0.01%	594
2024 Q3	$399K	Buy	982 +2	+0.2%	+$732	0.01%	404
2024 Q2	$315K	Buy	980 +7	+0.7%	+$2.27K	0.01%	459
2024 Q1	$325K	Hold	973	–	–	0.01%	469
2023 Q4	$263K	Hold	973	–	–	0.01%	514
2023 Q3	$239K	Hold	973	–	–	0.01%	509
2023 Q2	$295K	Hold	973	–	–	0.01%	437
2023 Q1	$257K	Sell	973 -22	-2%	-$5.59K	0.01%	457
2022 Q4	$239K	Buy	+995	New	+$223K	0.01%	480
2022 Q2	–	Sell	-950	Closed	-$238K	–	610
2022 Q1	$238K	Hold	950	–	–	0.01%	492
2021 Q4	$244K	Buy	+950	New	+$232K	0.01%	519

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 $59.9B AUM 27.01% 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

Forum Financial Management's HCA Position: Q1 2026 in Review

Forum Financial Management sold out of HCA Healthcare (HCA) in Q1 2026, closing a stake of 1,142 shares — an estimated $533K sold.

Forum Financial Management first reported a position in HCA in Q4 2021 and held it in 15 quarters. The position peaked at $533K in Q4 2025. 1,420 funds tracked by Wall St. Rank hold HCA as of Q1 2026.

Forum Financial Management reported no remaining HCA Healthcare position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 1,142 HCA Healthcare shares in Q1 2026, an estimated $533K.
Forum Financial Management first reported a position in HCA Healthcare in Q4 2021 and held it in 15 quarters.
Forum Financial Management's HCA Healthcare position peaked at $533K in Q4 2025.
1,420 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.