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James Investment Research’s HCA Healthcare HCA Stock Holding History

James Investment Research’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 		$1.51M Sell
3,871
-573
-13% -$242K 0.15% 135
2026
Q1 		$2.1M Buy
4,444
+1,254
+39% +$631K 0.24% 97
2025
Q4 		$1.49M Buy
+3,190
New +$1.48M 0.16% 119
2023
Q2 		– Sell
-119
Closed -$31K – 378
2023
Q1 		$31K Buy
+119
New +$30.2K ﹤0.01% 406
2022
Q2 		– Sell
-417
Closed -$105K – 532
2022
Q1 		$105K Buy
+417
New +$105K 0.01% 320
2019
Q2 		– Sell
-5,345
Closed -$697K – 717
2019
Q1 		$697K Sell
5,345
-4,010
-43% -$539K 0.05% 319
2018
Q4 		$1.16M Sell
9,355
-7,300
-44% -$980K 0.07% 247
2018
Q3 		$2.32M Sell
16,655
-4,170
-20% -$519K 0.1% 225
2018
Q2 		$2.14M Buy
20,825
+725
+4% +$73.4K 0.08% 296
2018
Q1 		$1.95M Buy
20,100
+19,850
+7,940% +$1.93M 0.07% 325
2017
Q4 		$22K Buy
250
+151
+153% +$12.1K ﹤0.01% 712
2017
Q3 		$8K Sell
99
-16,545
-99% -$1.33M ﹤0.01% 726
2017
Q2 		$1.45M Buy
16,644
+14,094
+553% +$1.19M 0.05% 283
2017
Q1 		$226K Buy
+2,550
New +$213K 0.01% 399
2016
Q1 		– Sell
-857
Closed -$58K – 466
2015
Q4 		$58K Hold
857
– – ﹤0.01% 343
2015
Q3 		$66K Hold
857
– – ﹤0.01% 330
2015
Q2 		$78K Buy
+857
New +$68.7K ﹤0.01% 339
2013
Q3 		– Sell
-17
Closed -$1K – 531
2013
Q2 		$1K Buy
+17
New +$658 ﹤0.01% 505

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

James Investment Research's HCA Position: Q2 2026 in Review

James Investment Research reduced its HCA Healthcare (HCA) stake by 13% in Q2 2026, selling an estimated $242K and leaving 3,871 shares worth $1.51M. The position accounts for 0.15% of the portfolio, ranked #135.

James Investment Research first reported a position in HCA in Q2 2013 and has held it in 18 quarters since. The position peaked at $2.32M in Q3 2018. 1,336 funds tracked by Wall St. Rank hold HCA as of Q2 2026.

  • James Investment Research held 3,871 shares of HCA Healthcare worth $1.51M as of Q2 2026.
  • James Investment Research sold 573 HCA Healthcare shares in Q2 2026, an estimated $242K.
  • HCA Healthcare made up 0.15% of James Investment Research's portfolio in Q2 2026, its #135 holding.
  • James Investment Research first reported a position in HCA Healthcare in Q2 2013 and has held it in 18 quarters since.
  • James Investment Research's HCA Healthcare position peaked at $2.32M in Q3 2018.
  • 1,336 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2026.

Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.