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Merit Financial Group’s HCA Healthcare HCA Stock Holding History

Merit Financial Group’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 		$2.45M Sell
6,283
-124
-2% -$52.4K 0.02% 666
2026
Q1 		$3.03M Sell
6,407
-51
-0.8% -$25.7K 0.02% 538
2025
Q4 		$3.02M Buy
6,458
+1,570
+32% +$729K 0.02% 502
2025
Q3 		$2.08M Buy
4,888
+214
+5% +$82.9K 0.02% 561
2025
Q2 		$1.79M Buy
4,674
+1,381
+42% +$498K 0.02% 566
2025
Q1 		$1.14M Buy
3,293
+1,724
+110% +$554K 0.02% 607
2024
Q4 		$471K Buy
1,569
+909
+138% +$318K 0.01% 745
2024
Q3 		$268K Sell
660
-594
-47% -$217K 0.01% 700
2024
Q2 		$403K Sell
1,254
-12
-0.9% -$3.9K 0.01% 636
2024
Q1 		$390K Buy
1,266
+85
+7% +$26K 0.01% 619
2023
Q4 		$320K Sell
1,181
-125
-10% -$30.9K 0.01% 605
2023
Q3 		$321K Sell
1,306
-71
-5% -$19.4K 0.01% 571
2023
Q2 		$418K Buy
1,377
+71
+5% +$19.7K 0.01% 506
2023
Q1 		$344K Buy
1,306
+130
+11% +$33K 0.01% 479
2022
Q4 		$282K Buy
+1,176
New +$263K 0.01% 552

Other funds holding HCA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Merit Financial Group's HCA Position: Q2 2026 in Review

Merit Financial Group reduced its HCA Healthcare (HCA) stake by 1.9% in Q2 2026, selling an estimated $52.4K and leaving 6,283 shares worth $2.45M. The position accounts for 0.02% of the portfolio, ranked #666.

Merit Financial Group first reported a position in HCA in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.03M in Q1 2026. 1,333 funds tracked by Wall St. Rank hold HCA as of Q2 2026.

  • Merit Financial Group held 6,283 shares of HCA Healthcare worth $2.45M as of Q2 2026.
  • Merit Financial Group sold 124 HCA Healthcare shares in Q2 2026, an estimated $52.4K.
  • HCA Healthcare made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #666 holding.
  • Merit Financial Group first reported a position in HCA Healthcare in Q4 2022 and has held it in 15 quarters since.
  • Merit Financial Group's HCA Healthcare position peaked at $3.03M in Q1 2026.
  • 1,333 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.