Lee Financial’s HCA Healthcare HCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $305K | Hold |
782
| – | – | 0.04% | 137 |
|
|
2026
Q1 | $370K | Hold |
782
| – | – | 0.05% | 116 |
|
|
2025
Q4 | $365K | Sell |
782
-34
| -4% | -$15.8K | 0.05% | 111 |
|
|
2025
Q3 | $348K | Buy |
816
+32
| +4% | +$12.4K | 0.04% | 135 |
|
|
2025
Q2 | $301K | Sell |
784
-8
| -1% | -$2.88K | 0.04% | 118 |
|
|
2025
Q1 | $274K | Sell |
792
-29
| -4% | -$9.33K | 0.04% | 125 |
|
|
2024
Q4 | $247K | Hold |
821
| – | – | 0.03% | 162 |
|
|
2024
Q3 | $334K | Buy |
821
+33
| +4% | +$12.1K | 0.05% | 140 |
|
|
2024
Q2 | $253K | Hold |
788
| – | – | 0.04% | 124 |
|
|
2024
Q1 | $263K | Buy |
788
+6
| +0.8% | +$1.83K | 0.04% | 129 |
|
|
2023
Q4 | $212K | Hold |
782
| – | – | 0.04% | 136 |
|
|
2023
Q3 | $192K | Hold |
782
| – | – | 0.04% | 131 |
|
|
2023
Q2 | $237K | Hold |
782
| – | – | 0.04% | 119 |
|
|
2023
Q1 | $206K | Sell |
782
-43
| -5% | -$10.9K | 0.04% | 126 |
|
|
2022
Q4 | $198K | Sell |
825
-9
| -1% | -$2.02K | 0.03% | 149 |
|
|
2022
Q3 | $153K | Sell |
834
-1,414
| -63% | -$282K | 0.03% | 160 |
|
|
2022
Q2 | $378K | Sell |
2,248
-7
| -0.3% | -$1.5K | 0.07% | 103 |
|
|
2022
Q1 | $566K | Sell |
2,255
-9
| -0.4% | -$2.26K | 0.1% | 90 |
|
|
2021
Q4 | $582K | Buy |
2,264
+19
| +0.8% | +$4.65K | 0.11% | 91 |
|
|
2021
Q3 | $545K | Buy |
2,245
+27
| +1% | +$6.6K | 0.11% | 88 |
|
|
2021
Q2 | $459K | Buy |
2,218
+48
| +2% | +$9.78K | 0.1% | 94 |
|
|
2021
Q1 | $409K | Hold |
2,170
| – | – | 0.1% | 93 |
|
|
2020
Q4 | $357K | Hold |
2,170
| – | – | 0.09% | 96 |
|
|
2020
Q3 | $271K | Hold |
2,170
| – | – | 0.08% | 108 |
|
|
2020
Q2 | $211K | Hold |
2,170
| – | – | 0.06% | 117 |
|
|
2020
Q1 | $195K | Hold |
2,170
| – | – | 0.06% | 106 |
|
|
2019
Q4 | $321K | Hold |
2,170
| – | – | 0.07% | 103 |
|
|
2019
Q3 | $261K | Hold |
2,170
| – | – | 0.06% | 111 |
|
|
2019
Q2 | $293K | Hold |
2,170
| – | – | 0.07% | 109 |
|
|
2019
Q1 | $283K | Hold |
2,170
| – | – | 0.07% | 107 |
|
|
2018
Q4 | $270K | Buy |
2,170
+370
| +21% | +$49.7K | 0.07% | 100 |
|
|
2018
Q3 | $250K | Buy |
1,800
+370
| +26% | +$46.1K | 0.06% | 115 |
|
|
2018
Q2 | $147K | Hold |
1,430
| – | – | 0.03% | 183 |
|
|
2018
Q1 | $139K | Hold |
1,430
| – | – | 0.04% | 184 |
|
|
2017
Q4 | $126K | Hold |
1,430
| – | – | 0.04% | 139 |
|
|
2017
Q3 | $114K | Hold |
1,430
| – | – | 0.04% | 136 |
|
|
2017
Q2 | $125K | Buy |
+1,430
| New | +$121K | 0.05% | 135 |
|
Other funds holding HCA
Lee Financial's HCA Position: Q2 2026 in Review
Lee Financial held its HCA Healthcare (HCA) position steady in Q2 2026 at 782 shares worth $305K. The position accounts for 0.04% of the portfolio, ranked #137.
Lee Financial first reported a position in HCA in Q2 2017 and has held it in 37 quarters since. The position peaked at $582K in Q4 2021. 1,333 funds tracked by Wall St. Rank hold HCA as of Q2 2026.
- Lee Financial held 782 shares of HCA Healthcare worth $305K as of Q2 2026.
- Lee Financial left its HCA Healthcare share count unchanged in Q2 2026.
- HCA Healthcare made up 0.04% of Lee Financial's portfolio in Q2 2026, its #137 holding.
- Lee Financial first reported a position in HCA Healthcare in Q2 2017 and has held it in 37 quarters since.
- Lee Financial's HCA Healthcare position peaked at $582K in Q4 2021.
- 1,333 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2026.
Based on Lee Financial's 13F filing for Q2 2026, filed 22 Jul 2026.