Liberty Wealth Management’s HCA Healthcare HCA Stock Holding History

Liberty 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	$1.81M	Hold	3,829	–	–	0.23%	72
2026 Q1	$1.81M	Sell	3,829 -250	-6%	-$126K	0.23%	72
2025 Q4	$1.9M	Buy	+4,079	New	+$1.89M	0.25%	67
2021 Q4	–	Sell	-565	Closed	-$138K	–	559
2021 Q3	$138K	Buy	565 +371	+191%	+$90.7K	0.05%	229
2021 Q2	$40K	Buy	194 +185	+2,056%	+$37.7K	0.02%	368
2021 Q1	$1K	Hold	9	–	–	﹤0.01%	866
2020 Q4	$1K	Buy	+9	New	+$1.32K	﹤0.01%	864

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

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

Liberty Wealth Management held its HCA Healthcare (HCA) position steady in Q2 2026 at 3,829 shares worth $1.81M. The position accounts for 0.23% of the portfolio, ranked #72.

Liberty Wealth Management first reported a position in HCA in Q4 2020 and has held it in 7 quarters since. The position peaked at $1.9M in Q4 2025. 1,333 funds tracked by Wall St. Rank hold HCA as of Q2 2026.

Liberty Wealth Management held 3,829 shares of HCA Healthcare worth $1.81M as of Q2 2026.
Liberty Wealth Management left its HCA Healthcare share count unchanged in Q2 2026.
HCA Healthcare made up 0.23% of Liberty Wealth Management's portfolio in Q2 2026, its #72 holding.
Liberty Wealth Management first reported a position in HCA Healthcare in Q4 2020 and has held it in 7 quarters since.
Liberty Wealth Management's HCA Healthcare position peaked at $1.9M in Q4 2025.
1,333 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.