Mark Sheptoff Financial Planning’s HCA Healthcare HCA Stock Holding History

Mark Sheptoff Financial Planning’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	$117K	Hold	300	–	–	0.06%	125
2026 Q1	$129K	Hold	300	–	–	0.07%	120
2025 Q4	$140K	Hold	300	–	–	0.07%	121
2025 Q3	$128K	Hold	300	–	–	0.06%	123
2025 Q2	$115K	Hold	300	–	–	0.06%	115
2025 Q1	$104K	Hold	300	–	–	0.06%	118
2024 Q4	$90K	Hold	300	–	–	0.05%	131
2024 Q3	$122K	Hold	300	–	–	0.06%	113
2024 Q2	$96.4K	Hold	300	–	–	0.05%	136
2024 Q1	$100K	Hold	300	–	–	0.06%	130
2023 Q4	$81.2K	Hold	300	–	–	0.05%	131
2023 Q3	$73.8K	Sell	300 -150	-33%	-$41K	0.05%	124
2023 Q2	$137K	Hold	450	–	–	0.08%	105
2023 Q1	$119K	Hold	450	–	–	0.07%	106
2022 Q4	$108K	Hold	450	–	–	0.06%	107
2022 Q3	$83K	Hold	450	–	–	0.05%	119
2022 Q2	$76K	Hold	450	–	–	0.04%	129
2022 Q1	$113K	Hold	450	–	–	0.06%	129
2021 Q4	$116K	Hold	450	–	–	0.06%	130
2021 Q3	$109K	Buy	450 +100	+29%	+$24.4K	0.06%	133
2021 Q2	$72K	Hold	350	–	–	0.04%	157
2021 Q1	$66K	Hold	350	–	–	0.04%	146
2020 Q4	$58K	Hold	350	–	–	0.03%	152
2020 Q3	$44K	Hold	350	–	–	0.03%	150
2020 Q2	$34K	Buy	+350	New	+$36.4K	0.02%	165
2015 Q4	–	Sell	-11	Closed	-$1K	–	397
2015 Q3	$1K	Buy	+11	New	+$974	﹤0.01%	372

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

Mark Sheptoff Financial Planning's HCA Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its HCA Healthcare (HCA) position steady in Q2 2026 at 300 shares worth $117K. The position accounts for 0.06% of the portfolio, ranked #125.

Mark Sheptoff Financial Planning first reported a position in HCA in Q3 2015 and has held it in 26 quarters since. The position peaked at $140K in Q4 2025. 1,339 funds tracked by Wall St. Rank hold HCA as of Q2 2026.

Mark Sheptoff Financial Planning held 300 shares of HCA Healthcare worth $117K as of Q2 2026.
Mark Sheptoff Financial Planning left its HCA Healthcare share count unchanged in Q2 2026.
HCA Healthcare made up 0.06% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #125 holding.
Mark Sheptoff Financial Planning first reported a position in HCA Healthcare in Q3 2015 and has held it in 26 quarters since.
Mark Sheptoff Financial Planning's HCA Healthcare position peaked at $140K in Q4 2025.
1,339 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.