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NRI Wealth Management’s HCA Healthcare HCA Stock Holding History

NRI 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
2025
Q1 		– Sell
-9,648
Closed -$2.9M – 27
2024
Q4 		$2.9M Buy
+9,648
New +$3.37M 2% 10
2024
Q2 		$2.95M Buy
9,185
+446
+5% +$145K 2.29% 9
2024
Q1 		$2.91M Buy
8,739
+105
+1% +$32.1K 2.46% 9
2023
Q4 		$2.34M Buy
+8,634
New +$2.13M 2.33% 9

Other funds holding HCA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NRI Wealth Management's HCA Position: Q1 2025 in Review

NRI Wealth Management sold out of HCA Healthcare (HCA) in Q1 2025, closing a stake of 9,648 shares — an estimated $2.9M sold.

NRI Wealth Management first reported a position in HCA in Q4 2023 and held it in 4 quarters. The position peaked at $2.95M in Q2 2024. 1,225 funds tracked by Wall St. Rank hold HCA as of Q1 2025.

  • NRI Wealth Management reported no remaining HCA Healthcare position as of Q1 2025 after selling out during the quarter.
  • NRI Wealth Management sold 9,648 HCA Healthcare shares in Q1 2025, an estimated $2.9M.
  • NRI Wealth Management first reported a position in HCA Healthcare in Q4 2023 and held it in 4 quarters.
  • NRI Wealth Management's HCA Healthcare position peaked at $2.95M in Q2 2024.
  • 1,225 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2025.

Based on NRI Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.