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Lakeridge Wealth Management’s HCA Healthcare HCA Stock Holding History

Lakeridge Wealth Management’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 		$1.34M Sell
3,431
-3
-0.1% -$1.27K 0.49% 43
2026
Q1 		$1.63M Buy
3,434
+1,078
+46% +$543K 0.7% 31
2025
Q4 		$1.1M Buy
2,356
+11
+0.5% +$5.11K 0.5% 43
2025
Q3 		$999K Sell
2,345
-1
-0% -$388 0.44% 41
2025
Q2 		$899K Buy
+2,346
New +$845K 0.41% 42

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

Lakeridge Wealth Management's HCA Position: Q2 2026 in Review

Lakeridge Wealth Management reduced its HCA Healthcare (HCA) stake by 0.09% in Q2 2026, selling an estimated $1.27K and leaving 3,431 shares worth $1.34M. The position accounts for 0.49% of the portfolio, ranked #43.

Lakeridge Wealth Management first reported a position in HCA in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.63M in Q1 2026. 1,333 funds tracked by Wall St. Rank hold HCA as of Q2 2026.

  • Lakeridge Wealth Management held 3,431 shares of HCA Healthcare worth $1.34M as of Q2 2026.
  • Lakeridge Wealth Management sold 3 HCA Healthcare shares in Q2 2026, an estimated $1.27K.
  • HCA Healthcare made up 0.49% of Lakeridge Wealth Management's portfolio in Q2 2026, its #43 holding.
  • Lakeridge Wealth Management first reported a position in HCA Healthcare in Q2 2025 and has held it in 5 quarters since.
  • Lakeridge Wealth Management's HCA Healthcare position peaked at $1.63M in Q1 2026.
  • 1,333 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.