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Morningstar Investment Management’s HCA Healthcare HCA Stock Holding History

Morningstar Investment 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
2025
Q3 		– Sell
-1,735
Closed -$665K – 501
2025
Q2 		$665K Buy
+1,735
New +$625K 0.06% 96
2025
Q1 		– Sell
-2,148
Closed -$645K – 140
2024
Q4 		$645K Hold
2,148
– – 0.05% 113
2024
Q3 		$850K Buy
2,148
+110
+5% +$40.3K 0.08% 103
2024
Q2 		$655K Hold
2,038
– – 0.07% 112
2024
Q1 		$680K Hold
2,038
– – 0.07% 110
2023
Q4 		$552K Sell
2,038
-65
-3% -$16.1K 0.06% 119
2023
Q3 		$517K Hold
2,103
– – 0.07% 95
2023
Q2 		$638K Buy
+2,103
New +$585K 0.08% 87

Other funds holding HCA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Morningstar Investment Management's HCA Position: Q3 2025 in Review

Morningstar Investment Management sold out of HCA Healthcare (HCA) in Q3 2025, closing a stake of 1,735 shares — an estimated $665K sold.

Morningstar Investment Management first reported a position in HCA in Q2 2023 and held it in 8 quarters. The position peaked at $850K in Q3 2024. 1,287 funds tracked by Wall St. Rank hold HCA as of Q3 2025.

  • Morningstar Investment Management reported no remaining HCA Healthcare position as of Q3 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 1,735 HCA Healthcare shares in Q3 2025, an estimated $665K.
  • Morningstar Investment Management first reported a position in HCA Healthcare in Q2 2023 and held it in 8 quarters.
  • Morningstar Investment Management's HCA Healthcare position peaked at $850K in Q3 2024.
  • 1,287 funds tracked by Wall St. Rank held HCA Healthcare as of Q3 2025.

Based on Morningstar Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.