Gladstone Institutional Advisory’s HCA Healthcare HCA Stock Holding History

Gladstone Institutional Advisory’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	$226K	Sell	477 -948	-67%	-$477K	0.01%	766
2025 Q4	$665K	Sell	1,425 -64	-4%	-$29.7K	0.03%	444
2025 Q3	$635K	Buy	1,489 +2	+0.1%	+$775	0.02%	458
2025 Q2	$570K	Sell	1,487 -15	-1%	-$5.41K	0.02%	464
2025 Q1	$519K	Buy	1,502 +643	+75%	+$207K	0.02%	457
2024 Q4	$258K	Buy	859 +260	+43%	+$90.9K	0.01%	627
2024 Q3	$244K	Sell	599 -120	-17%	-$43.9K	0.01%	614
2024 Q2	$231K	Buy	719 +106	+17%	+$34.4K	0.01%	596
2024 Q1	$205K	Sell	613 -126	-17%	-$38.5K	0.01%	604
2023 Q4	$200K	Buy	+739	New	+$183K	0.01%	628
2023 Q3	–	Sell	-739	Closed	-$224K	–	642
2023 Q2	$224K	Buy	+739	New	+$205K	0.01%	578
2023 Q1	–	Sell	-850	Closed	-$204K	–	682
2022 Q4	$204K	Buy	+850	New	+$190K	0.01%	597

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

Gladstone Institutional Advisory's HCA Position: Q1 2026 in Review

Gladstone Institutional Advisory reduced its HCA Healthcare (HCA) stake by 67% in Q1 2026, selling an estimated $477K and leaving 477 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #766.

Gladstone Institutional Advisory first reported a position in HCA in Q4 2022 and has held it in 12 quarters since. The position peaked at $665K in Q4 2025. 1,414 funds tracked by Wall St. Rank hold HCA as of Q1 2026.

Gladstone Institutional Advisory held 477 shares of HCA Healthcare worth $226K as of Q1 2026.
Gladstone Institutional Advisory sold 948 HCA Healthcare shares in Q1 2026, an estimated $477K.
HCA Healthcare made up 0.01% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #766 holding.
Gladstone Institutional Advisory first reported a position in HCA Healthcare in Q4 2022 and has held it in 12 quarters since.
Gladstone Institutional Advisory's HCA Healthcare position peaked at $665K in Q4 2025.
1,414 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.