LVW Advisors’s HCA Healthcare HCA Stock Holding History

LVW Advisors’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	$1.46M	Sell	3,738 -55	-1%	-$23.3K	0.13%	101
2026 Q1	$1.79M	Buy	3,793 +201	+6%	+$101K	0.17%	67
2025 Q4	$1.68M	Hold	3,592	–	–	0.17%	73
2025 Q3	$1.53M	Sell	3,592 -47	-1%	-$18.2K	0.16%	80
2025 Q2	$1.39M	Buy	3,639 +653	+22%	+$235K	0.15%	85
2025 Q1	$1.03M	Buy	2,986 +94	+3%	+$30.2K	0.12%	106
2024 Q4	$868K	Sell	2,892 -1,492	-34%	-$521K	0.1%	126
2024 Q3	$1.78M	Buy	4,384 +69	+2%	+$25.3K	0.23%	69
2024 Q2	$1.39M	Buy	4,315 +1,126	+35%	+$366K	0.2%	76
2024 Q1	$1.06M	Buy	3,189 +1,381	+76%	+$422K	0.18%	86
2023 Q4	$489K	Buy	+1,808	New	+$447K	0.09%	159

Other funds holding HCA

Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return

LDB

Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

Milford Funds Auckland $6.14B AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LVW Advisors's HCA Position: Q2 2026 in Review

LVW Advisors reduced its HCA Healthcare (HCA) stake by 1.5% in Q2 2026, selling an estimated $23.3K and leaving 3,738 shares worth $1.46M. The position accounts for 0.13% of the portfolio, ranked #101.

LVW Advisors first reported a position in HCA in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.79M in Q1 2026. 519 funds tracked by Wall St. Rank hold HCA as of Q2 2026.

LVW Advisors held 3,738 shares of HCA Healthcare worth $1.46M as of Q2 2026.
LVW Advisors sold 55 HCA Healthcare shares in Q2 2026, an estimated $23.3K.
HCA Healthcare made up 0.13% of LVW Advisors's portfolio in Q2 2026, its #101 holding.
LVW Advisors first reported a position in HCA Healthcare in Q4 2023 and has held it in 11 quarters since.
LVW Advisors's HCA Healthcare position peaked at $1.79M in Q1 2026.
519 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.