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HB Wealth Management’s HCA Healthcare HCA Stock Holding History

HB Wealth 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
Q2 		$2.51M Sell
6,446
-1,282
-17% -$542K 0.01% 417
2026
Q1 		$3.66M Buy
7,728
+462
+6% +$233K 0.02% 310
2025
Q4 		$3.39M Buy
7,266
+390
+6% +$181K 0.02% 317
2025
Q3 		$2.93M Buy
6,876
+1,601
+30% +$621K 0.02% 339
2025
Q2 		$2.02M Sell
5,275
-848
-14% -$306K 0.02% 373
2025
Q1 		$2.12M Buy
6,123
+2,193
+56% +$705K 0.02% 367
2024
Q4 		$1.18M Sell
3,930
-624
-14% -$218K 0.01% 385
2024
Q3 		$1.85M Buy
4,554
+281
+7% +$103K 0.02% 288
2024
Q2 		$1.37M Buy
4,273
+1,155
+37% +$375K 0.02% 312
2024
Q1 		$1.04M Buy
3,118
+282
+10% +$86.2K 0.01% 347
2023
Q4 		$768K Sell
2,836
-649
-19% -$160K 0.01% 365
2023
Q3 		$857K Buy
3,485
+503
+17% +$138K 0.01% 319
2023
Q2 		$905K Buy
2,982
+223
+8% +$62K 0.01% 304
2023
Q1 		$727K Buy
2,759
+467
+20% +$119K 0.01% 335
2022
Q4 		$550K Buy
2,292
+204
+10% +$45.7K 0.01% 372
2022
Q3 		$384K Buy
2,088
+434
+26% +$86.5K 0.01% 390
2022
Q2 		$278K Buy
1,654
+157
+10% +$33.7K 0.01% 457
2022
Q1 		$375K Buy
1,497
+134
+10% +$33.6K 0.01% 401
2021
Q4 		$350K Buy
+1,363
New +$334K 0.01% 363

Other funds holding HCA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HB Wealth Management's HCA Position: Q2 2026 in Review

HB Wealth Management reduced its HCA Healthcare (HCA) stake by 17% in Q2 2026, selling an estimated $542K and leaving 6,446 shares worth $2.51M. The position accounts for 0.01% of the portfolio, ranked #417.

HB Wealth Management first reported a position in HCA in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.66M in Q1 2026. 1,333 funds tracked by Wall St. Rank hold HCA as of Q2 2026.

  • HB Wealth Management held 6,446 shares of HCA Healthcare worth $2.51M as of Q2 2026.
  • HB Wealth Management sold 1,282 HCA Healthcare shares in Q2 2026, an estimated $542K.
  • HCA Healthcare made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #417 holding.
  • HB Wealth Management first reported a position in HCA Healthcare in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's HCA Healthcare position peaked at $3.66M in Q1 2026.
  • 1,333 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.