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Kingswood Wealth Advisors’s HCA Healthcare HCA Stock Holding History

Kingswood 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 		$1.92M Sell
4,937
-23
-0.5% -$9.72K 0.08% 266
2026
Q1 		$2.35M Buy
4,960
+61
+1% +$30.7K 0.11% 207
2025
Q4 		$2.29M Buy
4,899
+17
+0.3% +$7.89K 0.11% 188
2025
Q3 		$2.08M Buy
4,882
+1,887
+63% +$731K 0.13% 175
2025
Q2 		$1.15M Sell
2,995
-21
-0.7% -$7.57K 0.09% 235
2025
Q1 		$1.04M Sell
3,016
-249
-8% -$80.1K 0.1% 234
2024
Q4 		$980K Sell
3,265
-1,606
-33% -$561K 0.07% 276
2024
Q3 		$1.98M Buy
4,871
+2,062
+73% +$755K 0.14% 168
2024
Q2 		$902K Buy
2,809
+1,112
+66% +$361K 0.08% 253
2024
Q1 		$566K Buy
+1,697
New +$519K 0.07% 316

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 $59.9B AUM 27.01% 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

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

Kingswood Wealth Advisors reduced its HCA Healthcare (HCA) stake by 0.46% in Q2 2026, selling an estimated $9.72K and leaving 4,937 shares worth $1.92M. The position accounts for 0.08% of the portfolio, ranked #266.

Kingswood Wealth Advisors first reported a position in HCA in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.35M in Q1 2026. 1,333 funds tracked by Wall St. Rank hold HCA as of Q2 2026.

  • Kingswood Wealth Advisors held 4,937 shares of HCA Healthcare worth $1.92M as of Q2 2026.
  • Kingswood Wealth Advisors sold 23 HCA Healthcare shares in Q2 2026, an estimated $9.72K.
  • HCA Healthcare made up 0.08% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #266 holding.
  • Kingswood Wealth Advisors first reported a position in HCA Healthcare in Q1 2024 and has held it in 10 quarters since.
  • Kingswood Wealth Advisors's HCA Healthcare position peaked at $2.35M in Q1 2026.
  • 1,333 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.