Invera Wealth Advisors’s HCA Healthcare HCA Stock Holding History

Invera 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 Q2	$861K	Sell	2,208 -1,071	-33%	-$453K	0.46%	59
2026 Q1	$1.55M	Sell	3,279 -11	-0.3%	-$5.54K	1%	33
2025 Q4	$1.54M	Sell	3,290 -152	-4%	-$70.6K	0.97%	32
2025 Q3	$1.47M	Sell	3,442 -20	-0.6%	-$7.75K	0.9%	36
2025 Q2	$1.33M	Sell	3,462 -72	-2%	-$25.9K	0.86%	36
2025 Q1	$1.22M	Sell	3,534 -32	-0.9%	-$10.3K	0.79%	41
2024 Q4	$1.16M	Sell	3,566 -23	-0.6%	-$8.04K	1.15%	25
2024 Q3	$1.28M	Sell	3,589 -75	-2%	-$27.5K	1.27%	25
2024 Q2	$1.16M	Buy	3,664 +23	+0.6%	+$7.47K	1.19%	26
2024 Q1	$1.08M	Sell	3,641 -21	-0.6%	-$6.42K	0.92%	36
2023 Q4	$991K	Buy	+3,662	New	+$905K	0.62%	55

Other funds holding HCA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invera Wealth Advisors's HCA Position: Q2 2026 in Review

Invera Wealth Advisors reduced its HCA Healthcare (HCA) stake by 33% in Q2 2026, selling an estimated $453K and leaving 2,208 shares worth $861K. The position accounts for 0.46% of the portfolio, ranked #59.

Invera Wealth Advisors first reported a position in HCA in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.55M in Q1 2026. 1,339 funds tracked by Wall St. Rank hold HCA as of Q2 2026.

Invera Wealth Advisors held 2,208 shares of HCA Healthcare worth $861K as of Q2 2026.
Invera Wealth Advisors sold 1,071 HCA Healthcare shares in Q2 2026, an estimated $453K.
HCA Healthcare made up 0.46% of Invera Wealth Advisors's portfolio in Q2 2026, its #59 holding.
Invera Wealth Advisors first reported a position in HCA Healthcare in Q4 2023 and has held it in 11 quarters since.
Invera Wealth Advisors's HCA Healthcare position peaked at $1.55M in Q1 2026.
1,339 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2026.

Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.