Kozak & Associates’s HCA Healthcare HCA Stock Holding History

Kozak & Associates’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	$8.05K	Hold	20	–	–	﹤0.01%	279
2026 Q1	$10.2K	Hold	20	–	–	﹤0.01%	269
2025 Q4	$9.63K	Hold	20	–	–	﹤0.01%	261
2025 Q3	$9.72K	Hold	20	–	–	﹤0.01%	255
2025 Q2	$7.69K	Hold	20	–	–	﹤0.01%	262
2025 Q1	$6.91K	Hold	20	–	–	﹤0.01%	250
2024 Q4	$6.01K	Hold	20	–	–	﹤0.01%	280
2024 Q3	$8.27K	Hold	20	–	–	﹤0.01%	246
2024 Q2	$6.59K	Hold	20	–	–	﹤0.01%	251
2024 Q1	$6.5K	Hold	20	–	–	﹤0.01%	262
2023 Q4	$5.64K	Hold	20	–	–	﹤0.01%	268
2023 Q3	$4.92K	Hold	20	–	–	﹤0.01%	282
2023 Q2	$5.95K	Hold	20	–	–	﹤0.01%	265
2023 Q1	$5.27K	Sell	20 -58	-74%	-$14.7K	﹤0.01%	266
2022 Q4	$19K	Hold	78	–	–	0.01%	195
2022 Q3	$16K	Buy	78 +10	+15%	+$1.99K	0.01%	198
2022 Q2	$11K	Buy	68 +10	+17%	+$2.15K	0.01%	225
2022 Q1	$15K	Hold	58	–	–	0.01%	223
2021 Q4	$15K	Buy	+58	New	+$14.2K	0.01%	223

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 $59.9B AUM 27.01% 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

Kozak & Associates's HCA Position: Q2 2026 in Review

Kozak & Associates held its HCA Healthcare (HCA) position steady in Q2 2026 at 20 shares worth $8.05K. The position accounts for ﹤0.01% of the portfolio, ranked #279.

Kozak & Associates first reported a position in HCA in Q4 2021 and has held it in 19 quarters since. The position peaked at $19K in Q4 2022. 1,333 funds tracked by Wall St. Rank hold HCA as of Q2 2026.

Kozak & Associates held 20 shares of HCA Healthcare worth $8.05K as of Q2 2026.
Kozak & Associates left its HCA Healthcare share count unchanged in Q2 2026.
HCA Healthcare made up ﹤0.01% of Kozak & Associates's portfolio in Q2 2026, its #279 holding.
Kozak & Associates first reported a position in HCA Healthcare in Q4 2021 and has held it in 19 quarters since.
Kozak & Associates's HCA Healthcare position peaked at $19K in Q4 2022.
1,333 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2026.

Based on Kozak & Associates's 13F filing for Q2 2026, filed 2 Jul 2026.