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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Live Oak Private Wealth's HCA Position: Q1 2026 in Review

Live Oak Private Wealth reduced its HCA Healthcare (HCA) stake by 0.95% in Q1 2026, selling an estimated $169K and leaving 34,936 shares worth $16.5M. The position accounts for 2.3% of the portfolio, ranked #7.

Live Oak Private Wealth first reported a position in HCA in Q4 2019 and has held it in 26 quarters since. 1,414 funds tracked by Wall St. Rank hold HCA as of Q1 2026.

  • Live Oak Private Wealth held 34,936 shares of HCA Healthcare worth $16.5M as of Q1 2026.
  • Live Oak Private Wealth sold 335 HCA Healthcare shares in Q1 2026, an estimated $169K.
  • HCA Healthcare made up 2.3% of Live Oak Private Wealth's portfolio in Q1 2026, its #7 holding.
  • Live Oak Private Wealth first reported a position in HCA Healthcare in Q4 2019 and has held it in 26 quarters since.
  • 1,414 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2026.

Based on Live Oak Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.