HWA
HCA icon

Heritage Wealth Advisors’s HCA Healthcare HCA Stock Holding History

Heritage 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
Q1 		$264K Buy
559
+1
+0.2% +$503 0.01% 185
2025
Q4 		$261K Sell
558
-20
-3% -$9.29K 0.01% 199
2025
Q3 		$246K Sell
578
-13
-2% -$5.04K 0.01% 190
2025
Q2 		$226K Buy
591
+1
+0.2% +$360 0.01% 196
2025
Q1 		$204K Sell
590
-2
-0.3% -$643 0.01% 196
2024
Q4 		$178K Sell
592
-106
-15% -$37K 0.01% 210
2024
Q3 		$284K Buy
698
+139
+25% +$50.9K 0.01% 182
2024
Q2 		$180K Hold
559
– – 0.01% 210
2024
Q1 		$186K Buy
559
+1
+0.2% +$306 0.01% 218
2023
Q4 		$151K Hold
558
– – 0.01% 235
2023
Q3 		$137K Buy
558
+1
+0.2% +$274 0.01% 228
2023
Q2 		$169K Sell
557
-16
-3% -$4.45K 0.01% 217
2023
Q1 		$151K Buy
573
+39
+7% +$9.91K 0.01% 227
2022
Q4 		$128K Buy
+534
New +$120K 0.01% 242
2022
Q1 		– Sell
-1,214
Closed -$312K – 546
2021
Q4 		$312K Hold
1,214
– – 0.02% 162
2021
Q3 		$295K Hold
1,214
– – 0.02% 167
2021
Q2 		$251K Hold
1,214
– – 0.02% 185
2021
Q1 		$229K Hold
1,214
– – 0.01% 192
2020
Q4 		$200K Buy
+1,214
New +$178K 0.01% 197
2020
Q1 		– Sell
-6
Closed -$887 – 500
2019
Q4 		$887 Buy
+6
New +$806 ﹤0.01% 677

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 Wealth Advisors's HCA Position: Q1 2026 in Review

Heritage Wealth Advisors increased its HCA Healthcare (HCA) stake by 0.18% in Q1 2026, buying an estimated $503 and bringing the position to 559 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #185.

Heritage Wealth Advisors first reported a position in HCA in Q4 2019 and has held it in 20 quarters since. The position peaked at $312K in Q4 2021. 1,414 funds tracked by Wall St. Rank hold HCA as of Q1 2026.

  • Heritage Wealth Advisors held 559 shares of HCA Healthcare worth $264K as of Q1 2026.
  • Heritage Wealth Advisors bought 1 HCA Healthcare share in Q1 2026, an estimated $503.
  • HCA Healthcare made up 0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #185 holding.
  • Heritage Wealth Advisors first reported a position in HCA Healthcare in Q4 2019 and has held it in 20 quarters since.
  • Heritage Wealth Advisors's HCA Healthcare position peaked at $312K in Q4 2021.
  • 1,414 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.