IWC
HCA icon

Integrated Wealth Concepts’s HCA Healthcare HCA Stock Holding History

Integrated Wealth Concepts’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 		$871K Sell
2,235
-755
-25% -$319K 0.01% 1297
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

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

Integrated Wealth Concepts's HCA Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its HCA Healthcare (HCA) stake by 25% in Q2 2026, selling an estimated $319K and leaving 2,235 shares worth $871K. The position accounts for 0.01% of the portfolio, ranked #1297.

Integrated Wealth Concepts first reported a position in HCA in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.5M in Q3 2024. 1,340 funds tracked by Wall St. Rank hold HCA as of Q2 2026.

  • Integrated Wealth Concepts held 2,235 shares of HCA Healthcare worth $871K as of Q2 2026.
  • Integrated Wealth Concepts sold 755 HCA Healthcare shares in Q2 2026, an estimated $319K.
  • HCA Healthcare made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1297 holding.
  • Integrated Wealth Concepts first reported a position in HCA Healthcare in Q1 2023 and has held it in 14 quarters since.
  • Integrated Wealth Concepts's HCA Healthcare position peaked at $1.5M in Q3 2024.
  • 1,340 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.