HT
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Heritage Trust’s HCA Healthcare HCA Stock Holding History

Heritage Trust’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 		$3.08M Sell
7,896
-28
-0.4% -$11.8K 0.27% 95
2026
Q1 		$3.75M Sell
7,924
-259
-3% -$130K 0.38% 70
2025
Q4 		$3.82M Sell
8,183
-41
-0.5% -$19K 0.39% 68
2025
Q3 		$3.51M Sell
8,224
-24
-0.3% -$9.3K 0.37% 71
2025
Q2 		$3.16M Sell
8,248
-125
-1% -$45K 0.36% 73
2025
Q1 		$2.89M Buy
8,373
+133
+2% +$42.8K 0.35% 79
2024
Q4 		$2.47M Buy
+8,240
New +$2.88M 0.29% 88
2024
Q2 		$2.7M Sell
8,397
-51
-0.6% -$16.6K 0.36% 78
2024
Q1 		$2.82M Buy
8,448
+50
+0.6% +$15.3K 0.38% 75
2023
Q4 		$2.27M Buy
8,398
+1,328
+19% +$328K 0.32% 87
2023
Q3 		$1.74M Sell
7,070
-29
-0.4% -$7.93K 0.27% 94
2023
Q2 		$2.15M Sell
7,099
-87
-1% -$24.2K 0.32% 87
2023
Q1 		$1.89M Buy
7,186
+5
+0.1% +$1.27K 0.3% 94
2022
Q4 		$1.72M Buy
7,181
+256
+4% +$57.3K 0.28% 96
2022
Q3 		$1.27M Sell
6,925
-73
-1% -$14.5K 0.22% 108
2022
Q2 		$1.18M Sell
6,998
-222
-3% -$47.7K 0.19% 120
2022
Q1 		$1.81M Sell
7,220
-49
-0.7% -$12.3K 0.26% 100
2021
Q4 		$1.87M Buy
7,269
+653
+10% +$160K 0.24% 99
2021
Q3 		$1.61M Sell
6,616
-18
-0.3% -$4.4K 0.23% 106
2021
Q2 		$1.37M Buy
6,634
+2,849
+75% +$581K 0.2% 111
2021
Q1 		$713K Buy
+3,785
New +$667K 0.11% 148

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 $60.8B AUM 26.63% 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

Heritage Trust's HCA Position: Q2 2026 in Review

Heritage Trust reduced its HCA Healthcare (HCA) stake by 0.35% in Q2 2026, selling an estimated $11.8K and leaving 7,896 shares worth $3.08M. The position accounts for 0.27% of the portfolio, ranked #95.

Heritage Trust first reported a position in HCA in Q1 2021 and has held it in 21 quarters since. The position peaked at $3.82M in Q4 2025. 1,340 funds tracked by Wall St. Rank hold HCA as of Q2 2026.

  • Heritage Trust held 7,896 shares of HCA Healthcare worth $3.08M as of Q2 2026.
  • Heritage Trust sold 28 HCA Healthcare shares in Q2 2026, an estimated $11.8K.
  • HCA Healthcare made up 0.27% of Heritage Trust's portfolio in Q2 2026, its #95 holding.
  • Heritage Trust first reported a position in HCA Healthcare in Q1 2021 and has held it in 21 quarters since.
  • Heritage Trust's HCA Healthcare position peaked at $3.82M in Q4 2025.
  • 1,340 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2026.

Based on Heritage Trust's 13F filing for Q2 2026, filed 6 Aug 2026.