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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
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 $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 Yale Investment Advisors's HCA Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its HCA Healthcare (HCA) stake by 218% in Q1 2026, buying an estimated $7.31M and bringing the position to 21,202 shares worth $10M. The position accounts for 0.23% of the portfolio, ranked #94.

Mount Yale Investment Advisors first reported a position in HCA in Q2 2020 and has held it in 21 quarters since. 1,415 funds tracked by Wall St. Rank hold HCA as of Q1 2026.

  • Mount Yale Investment Advisors held 21,202 shares of HCA Healthcare worth $10M as of Q1 2026.
  • Mount Yale Investment Advisors bought 14,530 HCA Healthcare shares in Q1 2026, an estimated $7.31M.
  • HCA Healthcare made up 0.23% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #94 holding.
  • Mount Yale Investment Advisors first reported a position in HCA Healthcare in Q2 2020 and has held it in 21 quarters since.
  • 1,415 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.