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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invera Wealth Advisors's HCA Position: Q1 2026 in Review

Invera Wealth Advisors reduced its HCA Healthcare (HCA) stake by 0.33% in Q1 2026, selling an estimated $5.54K and leaving 3,279 shares worth $1.55M. The position accounts for 1% of the portfolio, ranked #33.

Invera Wealth Advisors first reported a position in HCA in Q4 2023 and has held it in 10 quarters since. 1,414 funds tracked by Wall St. Rank hold HCA as of Q1 2026.

Invera Wealth Advisors held 3,279 shares of HCA Healthcare worth $1.55M as of Q1 2026.
Invera Wealth Advisors sold 11 HCA Healthcare shares in Q1 2026, an estimated $5.54K.
HCA Healthcare made up 1% of Invera Wealth Advisors's portfolio in Q1 2026, its #33 holding.
Invera Wealth Advisors first reported a position in HCA Healthcare in Q4 2023 and has held it in 10 quarters since.
1,414 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2026.

Based on Invera Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.