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Modern Wealth Management’s HCA Healthcare HCA Stock Holding History

Modern Wealth Management’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 		$323K Buy
829
+80
+11% +$33.8K ﹤0.01% 861
2026
Q1 		$356K Buy
749
+114
+18% +$57.4K 0.01% 665
2025
Q4 		$297K Buy
635
+25
+4% +$11.6K 0.01% 680
2025
Q3 		$260K Buy
610
+26
+4% +$10.1K 0.01% 687
2025
Q2 		$224K Buy
+584
New +$210K 0.01% 711

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

Modern Wealth Management's HCA Position: Q2 2026 in Review

Modern Wealth Management increased its HCA Healthcare (HCA) stake by 11% in Q2 2026, buying an estimated $33.8K and bringing the position to 829 shares worth $323K. The position accounts for ﹤0.01% of the portfolio, ranked #861.

Modern Wealth Management first reported a position in HCA in Q2 2025 and has held it in 5 quarters since. The position peaked at $356K in Q1 2026. 1,333 funds tracked by Wall St. Rank hold HCA as of Q2 2026.

  • Modern Wealth Management held 829 shares of HCA Healthcare worth $323K as of Q2 2026.
  • Modern Wealth Management bought 80 HCA Healthcare shares in Q2 2026, an estimated $33.8K.
  • HCA Healthcare made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #861 holding.
  • Modern Wealth Management first reported a position in HCA Healthcare in Q2 2025 and has held it in 5 quarters since.
  • Modern Wealth Management's HCA Healthcare position peaked at $356K in Q1 2026.
  • 1,333 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.