Legacy Financial Advisors’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
$264K Sell
678
-369
-35% -$156K 0.03% 372
2026
Q1
$495K Buy
1,047
+168
+19% +$84.6K 0.07% 239
2025
Q4
$410K Buy
879
+97
+12% +$45K 0.06% 256
2025
Q3
$333K Buy
782
+156
+25% +$60.5K 0.05% 300
2025
Q2
$240K Buy
+626
New +$226K 0.04% 309
2024
Q4
Sell
-604
Closed -$245K 356
2024
Q3
$245K Buy
+604
New +$221K 0.04% 306
2019
Q2
Sell
-444
Closed -$58K 440
2019
Q1
$58K Buy
444
+198
+80% +$26.6K 0.02% 253
2018
Q4
$31K Buy
246
+201
+447% +$27K 0.01% 330
2018
Q3
$6K Hold
45
﹤0.01% 648
2018
Q2
$5K Sell
45
-1
-2% -$101 ﹤0.01% 694
2018
Q1
$4K Hold
46
﹤0.01% 679
2017
Q4
$4K Buy
+46
New +$3.69K ﹤0.01% 668

Other funds holding HCA

Legacy Financial Advisors's HCA Position: Q2 2026 in Review

Legacy Financial Advisors reduced its HCA Healthcare (HCA) stake by 35% in Q2 2026, selling an estimated $156K and leaving 678 shares worth $264K. The position accounts for 0.03% of the portfolio, ranked #372.

Legacy Financial Advisors first reported a position in HCA in Q4 2017 and has held it in 12 quarters since. The position peaked at $495K in Q1 2026. 1,340 funds tracked by Wall St. Rank hold HCA as of Q2 2026.

  • Legacy Financial Advisors held 678 shares of HCA Healthcare worth $264K as of Q2 2026.
  • Legacy Financial Advisors sold 369 HCA Healthcare shares in Q2 2026, an estimated $156K.
  • HCA Healthcare made up 0.03% of Legacy Financial Advisors's portfolio in Q2 2026, its #372 holding.
  • Legacy Financial Advisors first reported a position in HCA Healthcare in Q4 2017 and has held it in 12 quarters since.
  • Legacy Financial Advisors's HCA Healthcare position peaked at $495K in Q1 2026.
  • 1,340 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.