Lake Street Private Wealth’s HCA Healthcare HCA Stock Holding History

Lake Street Private Wealth’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	$377K	Sell	967 -5	-0.5%	-$2.11K	0.04%	201
2026 Q1	$460K	Sell	972 -22	-2%	-$11.1K	0.06%	175
2025 Q4	$464K	Buy	994 +13	+1%	+$6.04K	0.06%	187
2025 Q3	$418K	Buy	981 +9	+0.9%	+$3.49K	0.05%	193
2025 Q2	$372K	Buy	972 +59	+6%	+$21.3K	0.05%	192
2025 Q1	$315K	Buy	913 +6	+0.7%	+$1.93K	0.05%	192
2024 Q4	$272K	Sell	907 -28	-3%	-$9.79K	0.04%	201
2024 Q3	$380K	Sell	935 -1	-0.1%	-$366	0.06%	194
2024 Q2	$301K	Sell	936 -59	-6%	-$19.2K	0.04%	263
2024 Q1	$332K	Sell	995 -7	-0.7%	-$2.14K	0.05%	253
2023 Q4	$271K	Sell	1,002 -312	-24%	-$77.1K	0.04%	261
2023 Q3	$329K	Sell	1,314 -89	-6%	-$24.4K	0.06%	216
2023 Q2	$426K	Buy	1,403 +471	+51%	+$131K	0.07%	198
2023 Q1	$246K	Buy	+932	New	+$237K	0.05%	247

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

Lake Street Private Wealth's HCA Position: Q2 2026 in Review

Lake Street Private Wealth reduced its HCA Healthcare (HCA) stake by 0.51% in Q2 2026, selling an estimated $2.11K and leaving 967 shares worth $377K. The position accounts for 0.04% of the portfolio, ranked #201.

Lake Street Private Wealth first reported a position in HCA in Q1 2023 and has held it in 14 quarters since. The position peaked at $464K in Q4 2025. 1,333 funds tracked by Wall St. Rank hold HCA as of Q2 2026.

Lake Street Private Wealth held 967 shares of HCA Healthcare worth $377K as of Q2 2026.
Lake Street Private Wealth sold 5 HCA Healthcare shares in Q2 2026, an estimated $2.11K.
HCA Healthcare made up 0.04% of Lake Street Private Wealth's portfolio in Q2 2026, its #201 holding.
Lake Street Private Wealth first reported a position in HCA Healthcare in Q1 2023 and has held it in 14 quarters since.
Lake Street Private Wealth's HCA Healthcare position peaked at $464K in Q4 2025.
1,333 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.