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Marcum Wealth’s HCA Healthcare HCA Stock Holding History

Marcum 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
2025
Q1 		$235K Sell
680
-26
-4% -$8.36K 0.02% 336
2024
Q4 		$212K Buy
706
+90
+15% +$31.5K 0.02% 352
2024
Q3 		$250K Sell
616
-7
-1% -$2.56K 0.02% 324
2024
Q2 		$200K Buy
+623
New +$202K 0.02% 340

Other funds holding HCA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Marcum Wealth's HCA Position: Q1 2025 in Review

Marcum Wealth reduced its HCA Healthcare (HCA) stake by 3.7% in Q1 2025, selling an estimated $8.36K and leaving 680 shares worth $235K. The position accounts for 0.02% of the portfolio, ranked #336.

Marcum Wealth first reported a position in HCA in Q2 2024 and has held it in 4 quarters since. The position peaked at $250K in Q3 2024. 1,225 funds tracked by Wall St. Rank hold HCA as of Q1 2025.

  • Marcum Wealth held 680 shares of HCA Healthcare worth $235K as of Q1 2025.
  • Marcum Wealth sold 26 HCA Healthcare shares in Q1 2025, an estimated $8.36K.
  • HCA Healthcare made up 0.02% of Marcum Wealth's portfolio in Q1 2025, its #336 holding.
  • Marcum Wealth first reported a position in HCA Healthcare in Q2 2024 and has held it in 4 quarters since.
  • Marcum Wealth's HCA Healthcare position peaked at $250K in Q3 2024.
  • 1,225 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.