Integrated Wealth Concepts’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
Q1
$1.42M Buy
2,990
+1,393
+87% +$701K 0.01% 923
2025
Q4
$746K Sell
1,597
-1,147
-42% -$533K 0.01% 909
2025
Q3
$1.17M Buy
2,744
+325
+13% +$126K 0.01% 903
2025
Q2
$927K Buy
2,419
+382
+19% +$138K 0.01% 967
2025
Q1
$704K Sell
2,037
-603
-23% -$194K 0.01% 993
2024
Q4
$792K Sell
2,640
-1,045
-28% -$365K 0.01% 922
2024
Q3
$1.5M Buy
3,685
+302
+9% +$111K 0.02% 644
2024
Q2
$1.09M Buy
3,383
+802
+31% +$261K 0.01% 723
2024
Q1
$861K Buy
2,581
+753
+41% +$230K 0.01% 821
2023
Q4
$495K Sell
1,828
-1,019
-36% -$252K 0.01% 1005
2023
Q3
$700K Buy
2,847
+37
+1% +$10.1K 0.01% 838
2023
Q2
$853K Buy
2,810
+1,265
+82% +$352K 0.01% 742
2023
Q1
$407K Buy
+1,545
New +$392K 0.01% 924

Other funds holding HCA

Integrated Wealth Concepts's HCA Position: Q1 2026 in Review

Integrated Wealth Concepts increased its HCA Healthcare (HCA) stake by 87% in Q1 2026, buying an estimated $701K and bringing the position to 2,990 shares worth $1.42M. The position accounts for 0.01% of the portfolio, ranked #923.

Integrated Wealth Concepts first reported a position in HCA in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.5M in Q3 2024. 1,414 funds tracked by Wall St. Rank hold HCA as of Q1 2026.

  • Integrated Wealth Concepts held 2,990 shares of HCA Healthcare worth $1.42M as of Q1 2026.
  • Integrated Wealth Concepts bought 1,393 HCA Healthcare shares in Q1 2026, an estimated $701K.
  • HCA Healthcare made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #923 holding.
  • Integrated Wealth Concepts first reported a position in HCA Healthcare in Q1 2023 and has held it in 13 quarters since.
  • Integrated Wealth Concepts's HCA Healthcare position peaked at $1.5M in Q3 2024.
  • 1,414 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.