Gratus Wealth Advisors’s HCA Healthcare HCA Stock Holding History

Gratus 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 Q2	$1.2M	Hold	3,081	–	–	0.15%	50
2026 Q1	$1.46M	Hold	3,081	–	–	0.21%	41
2025 Q4	$1.44M	Sell	3,081 -177	-5%	-$82.2K	0.2%	40
2025 Q3	$1.39M	Hold	3,258	–	–	0.2%	45
2025 Q2	$1.25M	Hold	3,258	–	–	0.19%	48
2025 Q1	$1.13M	Sell	3,258 -25	-0.8%	-$8.04K	0.18%	50
2024 Q4	$985K	Hold	3,283	–	–	0.16%	60
2024 Q3	$1.26M	Hold	3,283	–	–	0.21%	51
2024 Q2	$1.06M	Sell	3,283 -27	-0.8%	-$8.77K	0.18%	51
2024 Q1	$983K	Hold	3,310	–	–	0.18%	53
2023 Q4	$896K	Buy	+3,310	New	+$818K	0.18%	57

Other funds holding HCA

Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return

LDB

Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

Milford Funds Auckland $6.14B AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Gratus Wealth Advisors's HCA Position: Q2 2026 in Review

Gratus Wealth Advisors held its HCA Healthcare (HCA) position steady in Q2 2026 at 3,081 shares worth $1.2M. The position accounts for 0.15% of the portfolio, ranked #50.

Gratus Wealth Advisors first reported a position in HCA in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.46M in Q1 2026. 488 funds tracked by Wall St. Rank hold HCA as of Q2 2026.

Gratus Wealth Advisors held 3,081 shares of HCA Healthcare worth $1.2M as of Q2 2026.
Gratus Wealth Advisors left its HCA Healthcare share count unchanged in Q2 2026.
HCA Healthcare made up 0.15% of Gratus Wealth Advisors's portfolio in Q2 2026, its #50 holding.
Gratus Wealth Advisors first reported a position in HCA Healthcare in Q4 2023 and has held it in 11 quarters since.
Gratus Wealth Advisors's HCA Healthcare position peaked at $1.46M in Q1 2026.
488 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.