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Mount Lucas Management’s HCA Healthcare HCA Stock Holding History

Mount Lucas 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
Q1 		$2.39M Buy
5,040
+3,209
+175% +$1.62M 0.88% 27
2025
Q4 		$855K Buy
1,831
+12
+0.7% +$5.57K 0.34% 108
2025
Q3 		$775K Sell
1,819
-50
-3% -$19.4K 0.32% 111
2025
Q2 		$716K Buy
+1,869
New +$673K 0.31% 112
2025
Q1 		– Sell
-2,952
Closed -$886K – 170
2024
Q4 		$886K Sell
2,952
-181
-6% -$63.3K 0.31% 73
2024
Q3 		$1.27M Sell
3,133
-4,728
-60% -$1.73M 0.43% 60
2024
Q2 		$2.53M Sell
7,861
-7,251
-48% -$2.36M 0.72% 40
2024
Q1 		$5.04M Sell
15,112
-1,368
-8% -$418K 1.38% 13
2023
Q4 		$4.46M Buy
16,480
+8,802
+115% +$2.18M 1.28% 18
2023
Q3 		$1.89M Sell
7,678
-309
-4% -$84.6K 0.67% 66
2023
Q2 		$2.42M Buy
+7,987
New +$2.22M 0.81% 52
2022
Q2 		– Sell
-18,368
Closed -$4.6M – 116
2022
Q1 		$4.6M Sell
18,368
-1,831
-9% -$460K 1.34% 12
2021
Q4 		$5.19M Sell
20,199
-556
-3% -$136K 1.48% 7
2021
Q3 		$5.04M Sell
20,755
-1,581
-7% -$387K 1.52% 16
2021
Q2 		$4.62M Buy
+22,336
New +$4.55M 1.23% 21

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

Mount Lucas Management's HCA Position: Q1 2026 in Review

Mount Lucas Management increased its HCA Healthcare (HCA) stake by 175% in Q1 2026, buying an estimated $1.62M and bringing the position to 5,040 shares worth $2.39M. The position accounts for 0.88% of the portfolio, ranked #27.

Mount Lucas Management first reported a position in HCA in Q2 2021 and has held it in 15 quarters since. The position peaked at $5.19M in Q4 2021. 1,415 funds tracked by Wall St. Rank hold HCA as of Q1 2026.

  • Mount Lucas Management held 5,040 shares of HCA Healthcare worth $2.39M as of Q1 2026.
  • Mount Lucas Management bought 3,209 HCA Healthcare shares in Q1 2026, an estimated $1.62M.
  • HCA Healthcare made up 0.88% of Mount Lucas Management's portfolio in Q1 2026, its #27 holding.
  • Mount Lucas Management first reported a position in HCA Healthcare in Q2 2021 and has held it in 15 quarters since.
  • Mount Lucas Management's HCA Healthcare position peaked at $5.19M in Q4 2021.
  • 1,415 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2026.

Based on Mount Lucas Management's 13F filing for Q1 2026, filed 5 May 2026.