LOPW
HCA icon

Live Oak Private Wealth’s HCA Healthcare HCA Stock Holding History

Live Oak 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 		$13M Sell
33,268
-1,668
-5% -$705K 1.62% 14
2026
Q1 		$16.5M Sell
34,936
-335
-0.9% -$169K 2.3% 7
2025
Q4 		$16.5M Sell
35,271
-458
-1% -$213K 2.24% 10
2025
Q3 		$15.2M Buy
35,729
+42
+0.1% +$16.3K 2.12% 10
2025
Q2 		$13.7M Buy
35,687
+35
+0.1% +$12.6K 2.04% 9
2025
Q1 		$12.3M Buy
35,652
+626
+2% +$201K 2% 11
2024
Q4 		$10.5M Buy
35,026
+1,307
+4% +$457K 1.77% 13
2024
Q3 		$13.7M Sell
33,719
-18
-0.1% -$6.59K 2.22% 9
2024
Q2 		$10.8M Buy
33,737
+168
+0.5% +$54.6K 1.86% 12
2024
Q1 		$11.2M Buy
33,569
+215
+0.6% +$65.7K 1.94% 13
2023
Q4 		$9.03M Buy
33,354
+3,047
+10% +$753K 1.7% 17
2023
Q3 		$7.46M Buy
30,307
+1,069
+4% +$293K 1.59% 22
2023
Q2 		$8.87M Sell
29,238
-48
-0.2% -$13.3K 1.77% 15
2023
Q1 		$7.72M Sell
29,286
-123
-0.4% -$31.2K 1.6% 18
2022
Q4 		$7.06M Sell
29,409
-422
-1% -$94.5K 1.46% 24
2022
Q3 		$5.48M Buy
29,831
+1,126
+4% +$224K 1.23% 34
2022
Q2 		$4.82M Buy
28,705
+3,370
+13% +$724K 1.02% 42
2022
Q1 		$6.35M Buy
25,335
+295
+1% +$74.1K 1.23% 32
2021
Q4 		$6.43M Sell
25,040
-12
-0% -$2.94K 1.2% 31
2021
Q3 		$6.08M Sell
25,052
-507
-2% -$124K 1.23% 32
2021
Q2 		$5.28M Sell
25,559
-389
-1% -$79.3K 1.17% 38
2021
Q1 		$4.89M Buy
25,948
+542
+2% +$95.6K 1.2% 38
2020
Q4 		$4.18M Buy
25,406
+1,018
+4% +$149K 1.17% 38
2020
Q3 		$3.04M Sell
24,388
-3,259
-12% -$403K 1.05% 40
2020
Q2 		$2.68M Buy
27,647
+1,209
+5% +$126K 0.97% 43
2020
Q1 		$2.38M Buy
26,438
+3,455
+15% +$447K 2.44% 18
2019
Q4 		$3.4M Buy
+22,983
New +$3.09M 3.3% 12

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 $60.8B AUM 26.63% 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

Live Oak Private Wealth's HCA Position: Q2 2026 in Review

Live Oak Private Wealth reduced its HCA Healthcare (HCA) stake by 4.8% in Q2 2026, selling an estimated $705K and leaving 33,268 shares worth $13M. The position accounts for 1.62% of the portfolio, ranked #14.

Live Oak Private Wealth first reported a position in HCA in Q4 2019 and has held it in 27 quarters since. The position peaked at $16.5M in Q1 2026. 1,338 funds tracked by Wall St. Rank hold HCA as of Q2 2026.

  • Live Oak Private Wealth held 33,268 shares of HCA Healthcare worth $13M as of Q2 2026.
  • Live Oak Private Wealth sold 1,668 HCA Healthcare shares in Q2 2026, an estimated $705K.
  • HCA Healthcare made up 1.62% of Live Oak Private Wealth's portfolio in Q2 2026, its #14 holding.
  • Live Oak Private Wealth first reported a position in HCA Healthcare in Q4 2019 and has held it in 27 quarters since.
  • Live Oak Private Wealth's HCA Healthcare position peaked at $16.5M in Q1 2026.
  • 1,338 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.