Institute for Wealth Management’s HCA Healthcare HCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $954K | Buy |
2,447
+32
| +1% | +$13.5K | 0.08% | 207 |
|
|
2026
Q1 | $1.14M | Sell |
2,415
-20
| -0.8% | -$10.1K | 0.12% | 178 |
|
|
2025
Q4 | $1.14M | Sell |
2,435
-46
| -2% | -$21.4K | 0.12% | 173 |
|
|
2025
Q3 | $1.06M | Sell |
2,481
-80
| -3% | -$31K | 0.11% | 188 |
|
|
2025
Q2 | $981K | Hold |
2,561
| – | – | 0.11% | 195 |
|
|
2025
Q1 | $885K | Sell |
2,561
-2
| -0.1% | -$643 | 0.11% | 201 |
|
|
2024
Q4 | $769K | Sell |
2,563
-36
| -1% | -$12.6K | 0.1% | 218 |
|
|
2024
Q3 | $1.06M | Buy |
2,599
+2
| +0.1% | +$732 | 0.13% | 166 |
|
|
2024
Q2 | $834K | Sell |
2,597
-19
| -0.7% | -$6.17K | 0.11% | 193 |
|
|
2024
Q1 | $873K | Hold |
2,616
| – | – | 0.11% | 188 |
|
|
2023
Q4 | $708K | Sell |
2,616
-18
| -0.7% | -$4.45K | 0.11% | 210 |
|
|
2023
Q3 | $648K | Buy |
2,634
+2
| +0.1% | +$547 | 0.12% | 210 |
|
|
2023
Q2 | $799K | Sell |
2,632
-19
| -0.7% | -$5.28K | 0.13% | 181 |
|
|
2023
Q1 | $699K | Sell |
2,651
-4
| -0.2% | -$1.02K | 0.13% | 195 |
|
|
2022
Q4 | $637K | Sell |
2,655
-33
| -1% | -$7.39K | 0.13% | 212 |
|
|
2022
Q3 | $494K | Hold |
2,688
| – | – | 0.11% | 236 |
|
|
2022
Q2 | $452K | Sell |
2,688
-11
| -0.4% | -$2.36K | 0.09% | 295 |
|
|
2022
Q1 | $676K | Buy |
2,699
+16
| +0.6% | +$4.02K | 0.11% | 232 |
|
|
2021
Q4 | $689K | Hold |
2,683
| – | – | 0.11% | 221 |
|
|
2021
Q3 | $651K | Hold |
2,683
| – | – | 0.11% | 219 |
|
|
2021
Q2 | $555K | Hold |
2,683
| – | – | 0.1% | 253 |
|
|
2021
Q1 | $505K | Hold |
2,683
| – | – | 0.1% | 260 |
|
|
2020
Q4 | $441K | Sell |
2,683
-450
| -14% | -$65.8K | 0.09% | 275 |
|
|
2020
Q3 | $391K | Buy |
3,133
+52
| +2% | +$6.44K | 0.09% | 268 |
|
|
2020
Q2 | $299K | Hold |
3,081
| – | – | 0.07% | 322 |
|
|
2020
Q1 | $277K | Sell |
3,081
-360
| -10% | -$46.6K | 0.09% | 297 |
|
|
2019
Q4 | $509K | Hold |
3,441
| – | – | 0.11% | 247 |
|
|
2019
Q3 | $414K | Hold |
3,441
| – | – | 0.1% | 270 |
|
|
2019
Q2 | $465K | Buy |
3,441
+22
| +0.6% | +$2.78K | 0.1% | 266 |
|
|
2019
Q1 | $446K | Sell |
3,419
-66
| -2% | -$8.86K | 0.1% | 261 |
|
|
2018
Q4 | $434K | Buy |
+3,485
| New | +$468K | 0.18% | 162 |
|
|
2018
Q1 | – | Sell |
-3,472
| Closed | -$305K | – | 312 |
|
|
2017
Q4 | $305K | Buy |
+3,472
| New | +$279K | 0.07% | 302 |
|
|
2017
Q3 | – | Sell |
-4,062
| Closed | -$352K | – | 304 |
|
|
2017
Q2 | $352K | Buy |
+4,062
| New | +$344K | 0.1% | 283 |
|
Other funds holding HCA
Institute for Wealth Management's HCA Position: Q2 2026 in Review
Institute for Wealth Management increased its HCA Healthcare (HCA) stake by 1.3% in Q2 2026, buying an estimated $13.5K and bringing the position to 2,447 shares worth $954K. The position accounts for 0.08% of the portfolio, ranked #207.
Institute for Wealth Management first reported a position in HCA in Q2 2017 and has held it in 33 quarters since. The position peaked at $1.14M in Q1 2026. 1,333 funds tracked by Wall St. Rank hold HCA as of Q2 2026.
- Institute for Wealth Management held 2,447 shares of HCA Healthcare worth $954K as of Q2 2026.
- Institute for Wealth Management bought 32 HCA Healthcare shares in Q2 2026, an estimated $13.5K.
- HCA Healthcare made up 0.08% of Institute for Wealth Management's portfolio in Q2 2026, its #207 holding.
- Institute for Wealth Management first reported a position in HCA Healthcare in Q2 2017 and has held it in 33 quarters since.
- Institute for Wealth Management's HCA Healthcare position peaked at $1.14M in Q1 2026.
- 1,333 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.