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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
Q2 		$2M Buy
5,132
+92
+2% +$38.9K 0.71% 40
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 $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 $60.8B AUM 26.63% 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

Mount Lucas Management's HCA Position: Q2 2026 in Review

Mount Lucas Management increased its HCA Healthcare (HCA) stake by 1.8% in Q2 2026, buying an estimated $38.9K and bringing the position to 5,132 shares worth $2M. The position accounts for 0.71% of the portfolio, ranked #40.

Mount Lucas Management first reported a position in HCA in Q2 2021 and has held it in 16 quarters since. The position peaked at $5.19M in Q4 2021. 1,340 funds tracked by Wall St. Rank hold HCA as of Q2 2026.

  • Mount Lucas Management held 5,132 shares of HCA Healthcare worth $2M as of Q2 2026.
  • Mount Lucas Management bought 92 HCA Healthcare shares in Q2 2026, an estimated $38.9K.
  • HCA Healthcare made up 0.71% of Mount Lucas Management's portfolio in Q2 2026, its #40 holding.
  • Mount Lucas Management first reported a position in HCA Healthcare in Q2 2021 and has held it in 16 quarters since.
  • Mount Lucas Management's HCA Healthcare position peaked at $5.19M in Q4 2021.
  • 1,340 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2026.

Based on Mount Lucas Management's 13F filing for Q2 2026, filed 10 Aug 2026.