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 $6.73T AUM 46.02% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Lockerman Financial Group's HCA Position: Q4 2025 in Review

Lockerman Financial Group sold out of HCA Healthcare (HCA) in Q4 2025, closing a stake of 900 shares — an estimated $384K sold.

Lockerman Financial Group first reported a position in HCA in Q4 2022 and held it in 12 quarters. The position peaked at $384K in Q3 2025. 1,398 funds tracked by Wall St. Rank hold HCA as of Q4 2025.

Lockerman Financial Group reported no remaining HCA Healthcare position as of Q4 2025 after selling out during the quarter.
Lockerman Financial Group sold 900 HCA Healthcare shares in Q4 2025, an estimated $384K.
Lockerman Financial Group first reported a position in HCA Healthcare in Q4 2022 and held it in 12 quarters.
Lockerman Financial Group's HCA Healthcare position peaked at $384K in Q3 2025.
1,398 funds tracked by Wall St. Rank held HCA Healthcare as of Q4 2025.

Based on Lockerman Financial Group's 13F filing for Q4 2025, filed 21 Jan 2026.