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Mount Yale Investment Advisors’s HCA Healthcare HCA Stock Holding History

Mount Yale 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
Q2 		$8.46M Buy
21,700
+498
+2% +$211K 0.16% 150
2026
Q1 		$10M Buy
21,202
+14,530
+218% +$7.31M 0.23% 94
2025
Q4 		$3.11M Buy
6,672
+4,819
+260% +$2.24M 0.15% 145
2025
Q3 		$790K Buy
1,853
+1,820
+5,515% +$705K 0.06% 324
2025
Q2 		$12.8K Sell
33
-2,488
-99% -$897K ﹤0.01% 1105
2025
Q1 		$871K Sell
2,521
-521
-17% -$168K 0.07% 218
2024
Q4 		$913K Buy
3,042
+221
+8% +$77.2K 0.07% 217
2024
Q3 		$1.15M Sell
2,821
-1,670
-37% -$611K 0.11% 179
2024
Q2 		$1.44M Sell
4,491
-122
-3% -$39.6K 0.11% 169
2024
Q1 		$1.54M Buy
4,613
+64
+1% +$19.6K 0.12% 162
2023
Q4 		$1.23M Buy
+4,549
New +$1.12M 0.12% 178
2023
Q1 		– Sell
-5,470
Closed -$1.31M – 500
2022
Q4 		$1.31M Sell
5,470
-30
-0.5% -$6.72K 0.15% 145
2022
Q3 		$1.01M Buy
5,500
+164
+3% +$32.7K 0.13% 162
2022
Q2 		$897K Buy
5,336
+158
+3% +$33.9K 0.11% 182
2022
Q1 		$1.3M Buy
5,178
+259
+5% +$65K 0.14% 159
2021
Q4 		$1.26M Sell
4,919
-25
-0.5% -$6.12K 0.13% 171
2021
Q3 		$1.2M Sell
4,944
-619
-11% -$151K 0.14% 166
2021
Q2 		$1.15M Sell
5,563
-95
-2% -$19.4K 0.14% 156
2021
Q1 		$1.07M Buy
5,658
+242
+4% +$42.7K 0.14% 154
2020
Q4 		$891K Sell
5,416
-581
-10% -$85K 0.13% 179
2020
Q3 		$748K Sell
5,997
-106
-2% -$13.1K 0.11% 189
2020
Q2 		$592K Buy
+6,103
New +$634K 0.11% 204

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 $3.38T AUM 44.17% 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 Yale Investment Advisors's HCA Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its HCA Healthcare (HCA) stake by 2.3% in Q2 2026, buying an estimated $211K and bringing the position to 21,700 shares worth $8.46M. The position accounts for 0.16% of the portfolio, ranked #150.

Mount Yale Investment Advisors first reported a position in HCA in Q2 2020 and has held it in 22 quarters since. The position peaked at $10M in Q1 2026. 1,342 funds tracked by Wall St. Rank hold HCA as of Q2 2026.

  • Mount Yale Investment Advisors held 21,700 shares of HCA Healthcare worth $8.46M as of Q2 2026.
  • Mount Yale Investment Advisors bought 498 HCA Healthcare shares in Q2 2026, an estimated $211K.
  • HCA Healthcare made up 0.16% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #150 holding.
  • Mount Yale Investment Advisors first reported a position in HCA Healthcare in Q2 2020 and has held it in 22 quarters since.
  • Mount Yale Investment Advisors's HCA Healthcare position peaked at $10M in Q1 2026.
  • 1,342 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.