MSWM
HCA icon

Mowery & Schoenfeld Wealth Management’s HCA Healthcare HCA Stock Holding History

Mowery & Schoenfeld Wealth 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 		$13.6K Hold
35
– – 0.02% 218
2026
Q1 		$16.6K Sell
35
-2
-5% -$1.01K 0.03% 186
2025
Q4 		$17.3K Buy
37
+2
+6% +$929 0.03% 198
2025
Q3 		$14.9K Hold
35
– – 0.03% 191
2025
Q2 		$13.4K Hold
35
– – 0.02% 199
2025
Q1 		$12.1K Sell
35
-4
-10% -$1.29K 0.02% 250
2024
Q4 		$11.7K Buy
+39
New +$13.6K 0.02% 215

Other funds holding HCA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
CAM
Crake Asset Management London, United Kingdom $4.18B AUM 13.97% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's HCA Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its HCA Healthcare (HCA) position steady in Q2 2026 at 35 shares worth $13.6K. The position accounts for 0.02% of the portfolio, ranked #218.

Mowery & Schoenfeld Wealth Management first reported a position in HCA in Q4 2024 and has held it in 7 quarters since. The position peaked at $17.3K in Q4 2025. 820 funds tracked by Wall St. Rank hold HCA as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 35 shares of HCA Healthcare worth $13.6K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its HCA Healthcare share count unchanged in Q2 2026.
  • HCA Healthcare made up 0.02% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #218 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in HCA Healthcare in Q4 2024 and has held it in 7 quarters since.
  • Mowery & Schoenfeld Wealth Management's HCA Healthcare position peaked at $17.3K in Q4 2025.
  • 820 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.