Lockerman Financial Group’s HCA Healthcare HCA Stock Holding History

Lockerman Financial Group’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
2025 Q4	–	Sell	-900	Closed	-$384K	–	99
2025 Q3	$384K	Hold	900	–	–	0.48%	56
2025 Q2	$345K	Hold	900	–	–	0.46%	72
2025 Q1	$311K	Hold	900	–	–	0.47%	72
2024 Q4	$270K	Hold	900	–	–	0.46%	76
2024 Q3	$366K	Hold	900	–	–	0.62%	53
2024 Q2	$289K	Hold	900	–	–	0.52%	70
2024 Q1	$300K	Hold	900	–	–	0.57%	56
2023 Q4	$244K	Hold	900	–	–	0.56%	65
2023 Q3	$221K	Hold	900	–	–	0.6%	68
2023 Q2	$273K	Hold	900	–	–	0.76%	48
2023 Q1	$237K	Hold	900	–	–	0.65%	57
2022 Q4	$216K	Buy	+900	New	+$202K	0.63%	65

Other funds holding HCA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sanders Capital

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM