Northeast Financial Consultants’s HCA Healthcare HCA Stock Holding History

Northeast Financial Consultants’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
2025 Q2	$575K	Hold	1,500	–	–	0.02%	192
2025 Q1	$518K	Hold	1,500	–	–	0.02%	192
2024 Q4	$450K	Hold	1,500	–	–	0.02%	204
2024 Q3	$610K	Hold	1,500	–	–	0.03%	183
2024 Q2	$482K	Sell	1,500 -360	-19%	-$117K	0.02%	193
2024 Q1	$620K	Hold	1,860	–	–	0.03%	177
2023 Q4	$503K	Hold	1,860	–	–	0.03%	182
2023 Q3	$458K	Hold	1,860	–	–	0.03%	185
2023 Q2	$564K	Hold	1,860	–	–	0.03%	168
2023 Q1	$490K	Sell	1,860 -518	-22%	-$132K	0.03%	194
2022 Q4	$571K	Hold	2,378	–	–	0.04%	169
2022 Q3	$437K	Buy	2,378 +45	+2%	+$8.96K	0.03%	207
2022 Q2	$392K	Buy	2,333 +39	+2%	+$8.38K	0.03%	222
2022 Q1	$575K	Hold	2,294	–	–	0.03%	208
2021 Q4	$589K	Hold	2,294	–	–	0.04%	205
2021 Q3	$557K	Sell	2,294 -90	-4%	-$22K	0.04%	213
2021 Q2	$493K	Sell	2,384 -192	-7%	-$39.1K	0.03%	226
2021 Q1	$485K	Hold	2,576	–	–	0.04%	213
2020 Q4	$424K	Hold	2,576	–	–	0.04%	216
2020 Q3	$321K	Buy	2,576 +11	+0.4%	+$1.36K	0.03%	223
2020 Q2	$249K	Buy	+2,565	New	+$267K	0.02%	243

Other funds holding HCA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northeast Financial Consultants's HCA Position: Q2 2025 in Review

Northeast Financial Consultants held its HCA Healthcare (HCA) position steady in Q2 2025 at 1,500 shares worth $575K. The position accounts for 0.02% of the portfolio, ranked #192.

Northeast Financial Consultants first reported a position in HCA in Q2 2020 and has held it in 21 quarters since. The position peaked at $620K in Q1 2024. 1,248 funds tracked by Wall St. Rank hold HCA as of Q2 2025.

Northeast Financial Consultants held 1,500 shares of HCA Healthcare worth $575K as of Q2 2025.
Northeast Financial Consultants left its HCA Healthcare share count unchanged in Q2 2025.
HCA Healthcare made up 0.02% of Northeast Financial Consultants's portfolio in Q2 2025, its #192 holding.
Northeast Financial Consultants first reported a position in HCA Healthcare in Q2 2020 and has held it in 21 quarters since.
Northeast Financial Consultants's HCA Healthcare position peaked at $620K in Q1 2024.
1,248 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.