Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s HCA Healthcare HCA Stock Holding History

Kovitz Investment Group Partners’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 		$430K Buy
+907
New +$457K 0.01% 412
2025
Q4 		– Sell
-34,090
Closed -$14.5M – 819
2025
Q3 		$14.5M Sell
34,090
-12,039
-26% -$4.67M 0.06% 259
2025
Q2 		$17.7M Buy
46,129
+20,744
+82% +$7.47M 0.08% 216
2025
Q1 		$8.77M Buy
25,385
+3,286
+15% +$1.06M 0.04% 297
2024
Q4 		$6.63M Buy
22,099
+4,542
+26% +$1.59M 0.03% 346
2024
Q3 		$6.08M Buy
17,557
+3,052
+21% +$1.12M 0.04% 313
2024
Q2 		$4.66M Sell
14,505
-2,816
-16% -$915K 0.04% 300
2024
Q1 		$5.78M Sell
17,321
-1,212
-7% -$370K 0.07% 190
2023
Q4 		$5.02M Buy
18,533
+578
+3% +$143K 0.08% 150
2023
Q3 		$4.42M Sell
17,955
-71
-0.4% -$19.4K 0.08% 159
2023
Q2 		$5.47M Sell
18,026
-383
-2% -$106K 0.08% 129
2023
Q1 		$4.85M Sell
18,409
-7,551
-29% -$1.92M 0.08% 154
2022
Q4 		$6.23M Buy
25,960
+307
+1% +$68.8K 0.12% 120
2022
Q3 		$4.71M Sell
25,653
-2,953
-10% -$588K 0.11% 148
2022
Q2 		$4.81M Buy
28,606
+12,188
+74% +$2.62M 0.11% 152
2022
Q1 		$4.12M Sell
16,418
-5,727
-26% -$1.44M 0.08% 185
2021
Q4 		$3.64M Buy
22,145
+5,906
+36% +$1.45M 0.09% 154
2021
Q3 		$3.94M Sell
16,239
-1,825
-10% -$446K 0.08% 172
2021
Q2 		$3.73M Sell
18,064
-676
-4% -$138K 0.07% 184
2021
Q1 		$3.53M Sell
18,740
-3,330
-15% -$587K 0.08% 166
2020
Q4 		$3.63M Sell
22,070
-1,350
-6% -$197K 0.09% 151
2020
Q3 		$2.92M Sell
23,420
-3,110
-12% -$385K 0.08% 159
2020
Q2 		$2.58M Sell
26,530
-625
-2% -$65K 0.08% 160
2020
Q1 		$2.44M Sell
27,155
-1,025
-4% -$133K 0.09% 157
2019
Q4 		$4.17M Sell
28,180
-180
-0.6% -$24.2K 0.12% 124
2019
Q3 		$3.42M Sell
28,360
-2,295
-7% -$297K 0.11% 145
2019
Q2 		$4.14M Buy
30,655
+1,108
+4% +$140K 0.13% 120
2019
Q1 		$3.85M Buy
+29,547
New +$3.97M 0.12% 128

Other funds holding HCA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Kovitz Investment Group Partners's HCA Position: Q1 2026 in Review

Kovitz Investment Group Partners opened a new position in HCA Healthcare (HCA) in Q1 2026: 907 shares worth $430K. The stake represents 0.01% of the portfolio and ranks #412 among its holdings. This is a return to the name: Kovitz Investment Group Partners previously reported a position in HCA as recently as Q3 2025.

Kovitz Investment Group Partners first reported a position in HCA in Q1 2019 and has held it in 28 quarters since. The position peaked at $17.7M in Q2 2025. 1,418 funds tracked by Wall St. Rank hold HCA as of Q1 2026.

  • Kovitz Investment Group Partners held 907 shares of HCA Healthcare worth $430K as of Q1 2026.
  • HCA Healthcare was a new Kovitz Investment Group Partners position in Q1 2026.
  • HCA Healthcare made up 0.01% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #412 holding.
  • Kovitz Investment Group Partners first reported a position in HCA Healthcare in Q1 2019 and has held it in 28 quarters since.
  • Kovitz Investment Group Partners's HCA Healthcare position peaked at $17.7M in Q2 2025.
  • 1,418 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.