LRI Investments’s HCA Healthcare HCA Stock Holding History

LRI Investments’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	$32.8K	Buy	84 +3	+4%	+$1.27K	﹤0.01%	631
2026 Q1	$38.3K	Hold	81	–	–	﹤0.01%	557
2025 Q4	$37.8K	Hold	81	–	–	﹤0.01%	592
2025 Q3	$34.5K	Hold	81	–	–	﹤0.01%	617
2025 Q2	$31K	Sell	81 -93	-53%	-$33.5K	﹤0.01%	627
2025 Q1	$60.1K	Sell	174 -44	-20%	-$14.2K	0.01%	510
2024 Q4	$65.4K	Sell	218 -12	-5%	-$4.19K	0.01%	488
2024 Q3	$79.5K	Buy	230 +12	+6%	+$4.39K	0.01%	449
2024 Q2	$70K	Buy	218 +180	+474%	+$58.5K	0.01%	443
2024 Q1	$12.7K	Buy	+38	New	+$11.6K	﹤0.01%	457

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 $60.8B AUM 26.63% 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

LRI Investments's HCA Position: Q2 2026 in Review

LRI Investments increased its HCA Healthcare (HCA) stake by 3.7% in Q2 2026, buying an estimated $1.27K and bringing the position to 84 shares worth $32.8K. The position accounts for ﹤0.01% of the portfolio, ranked #631.

LRI Investments first reported a position in HCA in Q1 2024 and has held it in 10 quarters since. The position peaked at $79.5K in Q3 2024. 1,333 funds tracked by Wall St. Rank hold HCA as of Q2 2026.

LRI Investments held 84 shares of HCA Healthcare worth $32.8K as of Q2 2026.
LRI Investments bought 3 HCA Healthcare shares in Q2 2026, an estimated $1.27K.
HCA Healthcare made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #631 holding.
LRI Investments first reported a position in HCA Healthcare in Q1 2024 and has held it in 10 quarters since.
LRI Investments's HCA Healthcare position peaked at $79.5K in Q3 2024.
1,333 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.