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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Heritage Trust's HCA Position: Q1 2026 in Review

Heritage Trust reduced its HCA Healthcare (HCA) stake by 3.2% in Q1 2026, selling an estimated $130K and leaving 7,924 shares worth $3.75M. The position accounts for 0.38% of the portfolio, ranked #70.

Heritage Trust first reported a position in HCA in Q1 2021 and has held it in 20 quarters since. The position peaked at $3.82M in Q4 2025. 1,414 funds tracked by Wall St. Rank hold HCA as of Q1 2026.

  • Heritage Trust held 7,924 shares of HCA Healthcare worth $3.75M as of Q1 2026.
  • Heritage Trust sold 259 HCA Healthcare shares in Q1 2026, an estimated $130K.
  • HCA Healthcare made up 0.38% of Heritage Trust's portfolio in Q1 2026, its #70 holding.
  • Heritage Trust first reported a position in HCA Healthcare in Q1 2021 and has held it in 20 quarters since.
  • Heritage Trust's HCA Healthcare position peaked at $3.82M in Q4 2025.
  • 1,414 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2026.

Based on Heritage Trust's 13F filing for Q1 2026, filed 13 May 2026.