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Moneta Group Investment Advisors’s HCA Healthcare HCA Stock Holding History

Moneta Group Investment Advisors’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 		$1.68M Buy
3,558
+64
+2% +$32.2K 0.01% 290
2025
Q4 		$1.63M Sell
3,494
-183
-5% -$85K 0.01% 289
2025
Q3 		$1.57M Buy
3,677
+1
+0% +$388 0.01% 287
2025
Q2 		$1.41M Buy
3,676
+197
+6% +$71K 0.02% 266
2025
Q1 		$1.2M Sell
3,479
-78
-2% -$25.1K 0.02% 265
2024
Q4 		$1.07M Sell
3,557
-801
-18% -$280K 0.02% 275
2024
Q3 		$1.77M Buy
4,358
+527
+14% +$193K 0.03% 211
2024
Q2 		$1.23M Buy
3,831
+457
+14% +$148K 0.02% 243
2024
Q1 		$1.13M Buy
3,374
+708
+27% +$216K 0.02% 257
2023
Q4 		$722K Sell
2,666
-74
-3% -$18.3K 0.01% 278
2023
Q3 		$674K Buy
2,740
+533
+24% +$146K 0.02% 268
2023
Q2 		$670K Buy
+2,207
New +$614K 0.01% 275
2018
Q2 		– Sell
-750
Closed -$73K – 486
2018
Q1 		$73K Buy
750
+636
+558% +$61.7K 0.01% 286
2017
Q4 		$10K Buy
+114
New +$9.16K ﹤0.01% 344
2015
Q4 		– Sell
-900
Closed -$70K – 258
2015
Q3 		$70K Buy
+900
New +$79.7K 0.02% 205

Other funds holding HCA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Moneta Group Investment Advisors's HCA Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its HCA Healthcare (HCA) stake by 1.8% in Q1 2026, buying an estimated $32.2K and bringing the position to 3,558 shares worth $1.68M. The position accounts for 0.01% of the portfolio, ranked #290.

Moneta Group Investment Advisors first reported a position in HCA in Q3 2015 and has held it in 15 quarters since. The position peaked at $1.77M in Q3 2024. 1,415 funds tracked by Wall St. Rank hold HCA as of Q1 2026.

  • Moneta Group Investment Advisors held 3,558 shares of HCA Healthcare worth $1.68M as of Q1 2026.
  • Moneta Group Investment Advisors bought 64 HCA Healthcare shares in Q1 2026, an estimated $32.2K.
  • HCA Healthcare made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #290 holding.
  • Moneta Group Investment Advisors first reported a position in HCA Healthcare in Q3 2015 and has held it in 15 quarters since.
  • Moneta Group Investment Advisors's HCA Healthcare position peaked at $1.77M in Q3 2024.
  • 1,415 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.