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Northwest & Ethical Investments’s HCA Healthcare HCA Stock Holding History

Northwest & Ethical Investments’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 		$1.92M Sell
4,931
-1,617
-25% -$684K 0.04% 217
2026
Q1 		$3.1M Sell
6,548
-122
-2% -$61.4K 0.07% 217
2025
Q4 		$3.11M Sell
6,670
-7,918
-54% -$3.68M 0.07% 231
2025
Q3 		$6.22M Buy
14,588
+2,169
+17% +$841K 0.15% 161
2025
Q2 		$4.76M Hold
12,419
– – 0.12% 185
2025
Q1 		$4.29M Buy
+12,419
New +$3.99M 0.12% 193
2017
Q3 		– Sell
-1,118
Closed -$97.5K – 360
2017
Q2 		$97.5K Buy
1,118
+100
+10% +$8.46K 0.01% 344
2017
Q1 		$90.6K Hold
1,018
– – 0.01% 354
2016
Q4 		$75.4K Buy
+1,018
New +$76.2K 0.01% 363
2015
Q3 		– Sell
-21,200
Closed -$1.92M – 212
2015
Q2 		$1.92M Sell
21,200
-7,400
-26% -$593K 0.13% 159
2015
Q1 		$2.15M Sell
28,600
-1,600
-5% -$115K 0.15% 149
2014
Q4 		$2.22M Buy
+30,200
New +$2.12M 0.15% 144
2014
Q2 		– Sell
-53,900
Closed -$2.83M – 231
2014
Q1 		$2.83M Buy
53,900
+9,600
+22% +$478K 0.18% 131
2013
Q4 		$2.11M Buy
44,300
+3,100
+8% +$143K 0.14% 159
2013
Q3 		$1.76M Buy
41,200
+33,400
+428% +$1.31M 0.13% 162
2013
Q2 		$281K Buy
+7,800
New +$302K 0.02% 214

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 $59.9B AUM 27.01% 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

Northwest & Ethical Investments's HCA Position: Q2 2026 in Review

Northwest & Ethical Investments reduced its HCA Healthcare (HCA) stake by 25% in Q2 2026, selling an estimated $684K and leaving 4,931 shares worth $1.92M. The position accounts for 0.04% of the portfolio, ranked #217.

Northwest & Ethical Investments first reported a position in HCA in Q2 2013 and has held it in 16 quarters since. The position peaked at $6.22M in Q3 2025. 1,333 funds tracked by Wall St. Rank hold HCA as of Q2 2026.

  • Northwest & Ethical Investments held 4,931 shares of HCA Healthcare worth $1.92M as of Q2 2026.
  • Northwest & Ethical Investments sold 1,617 HCA Healthcare shares in Q2 2026, an estimated $684K.
  • HCA Healthcare made up 0.04% of Northwest & Ethical Investments's portfolio in Q2 2026, its #217 holding.
  • Northwest & Ethical Investments first reported a position in HCA Healthcare in Q2 2013 and has held it in 16 quarters since.
  • Northwest & Ethical Investments's HCA Healthcare position peaked at $6.22M in Q3 2025.
  • 1,333 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2026.

Based on Northwest & Ethical Investments's 13F filing for Q2 2026, filed 13 Aug 2026.