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Montag & Associates’s HCA Healthcare HCA Stock Holding History

Montag & Associates’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
2025
Q4 		– Sell
-12
Closed -$5.12K – 1047
2025
Q3 		$5.12K Buy
+12
New +$4.65K ﹤0.01% 820
2019
Q2 		– Sell
-3,900
Closed -$508K – 310
2019
Q1 		$508K Hold
3,900
– – 0.05% 218
2018
Q4 		$485K Hold
3,900
– – 0.05% 206
2018
Q3 		$543K Buy
+3,900
New +$486K 0.05% 234

Other funds holding HCA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $60.8B AUM 26.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Montag & Associates's HCA Position: Q4 2025 in Review

Montag & Associates sold out of HCA Healthcare (HCA) in Q4 2025, closing a stake of 12 shares — an estimated $5.12K sold.

Montag & Associates first reported a position in HCA in Q3 2018 and held it in 4 quarters. The position peaked at $543K in Q3 2018. 1,399 funds tracked by Wall St. Rank hold HCA as of Q4 2025.

  • Montag & Associates reported no remaining HCA Healthcare position as of Q4 2025 after selling out during the quarter.
  • Montag & Associates sold 12 HCA Healthcare shares in Q4 2025, an estimated $5.12K.
  • Montag & Associates first reported a position in HCA Healthcare in Q3 2018 and held it in 4 quarters.
  • Montag & Associates's HCA Healthcare position peaked at $543K in Q3 2018.
  • 1,399 funds tracked by Wall St. Rank held HCA Healthcare as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.