Heartwood Wealth Advisors’s HCA Healthcare HCA Stock Holding History

Heartwood 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
2025 Q4	–	Sell	-2	Closed	-$852	–	373
2025 Q3	$852	Buy	+2	New	+$775	﹤0.01%	562

Other funds holding HCA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Heartwood Wealth Advisors's HCA Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of HCA Healthcare (HCA) in Q4 2025, closing a stake of 2 shares — an estimated $852 sold.

Heartwood Wealth Advisors first reported a position in HCA in Q3 2025 and held it in 1 quarter. The position peaked at $852 in Q3 2025. 1,399 funds tracked by Wall St. Rank hold HCA as of Q4 2025.

Heartwood Wealth Advisors reported no remaining HCA Healthcare position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 2 HCA Healthcare shares in Q4 2025, an estimated $852.
Heartwood Wealth Advisors first reported a position in HCA Healthcare in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's HCA Healthcare position peaked at $852 in Q3 2025.
1,399 funds tracked by Wall St. Rank held HCA Healthcare as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.