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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Mark Sheptoff Financial Planning's HCA Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its HCA Healthcare (HCA) position steady in Q1 2026 at 300 shares worth $129K. The position accounts for 0.07% of the portfolio, ranked #120.

Mark Sheptoff Financial Planning first reported a position in HCA in Q3 2015 and has held it in 25 quarters since. The position peaked at $140K in Q4 2025. 1,414 funds tracked by Wall St. Rank hold HCA as of Q1 2026.

Mark Sheptoff Financial Planning held 300 shares of HCA Healthcare worth $129K as of Q1 2026.
Mark Sheptoff Financial Planning left its HCA Healthcare share count unchanged in Q1 2026.
HCA Healthcare made up 0.07% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #120 holding.
Mark Sheptoff Financial Planning first reported a position in HCA Healthcare in Q3 2015 and has held it in 25 quarters since.
Mark Sheptoff Financial Planning's HCA Healthcare position peaked at $140K in Q4 2025.
1,414 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.