Oakworth Capital’s HCA Healthcare HCA Stock Holding History

Oakworth Capital’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	–	Sell	-20	Closed	-$6.91K	–	672
2025 Q1	$6.91K	Buy	+20	New	+$6.43K	﹤0.01%	554
2020 Q1	–	Sell	-100	Closed	-$15K	–	534
2019 Q4	$15K	Hold	100	–	–	﹤0.01%	399
2019 Q3	$12K	Hold	100	–	–	﹤0.01%	423
2019 Q2	$14K	Hold	100	–	–	﹤0.01%	457
2019 Q1	$13K	Hold	100	–	–	﹤0.01%	426
2018 Q4	$12K	Hold	100	–	–	﹤0.01%	418
2018 Q3	$14K	Hold	100	–	–	﹤0.01%	432
2018 Q2	$10K	Hold	100	–	–	﹤0.01%	470
2018 Q1	$10K	Hold	100	–	–	﹤0.01%	443
2017 Q4	$9K	Hold	100	–	–	﹤0.01%	461
2017 Q3	$8K	Hold	100	–	–	﹤0.01%	488
2017 Q2	$9K	Hold	100	–	–	﹤0.01%	469
2017 Q1	$9K	Hold	100	–	–	﹤0.01%	468
2016 Q4	$7K	Buy	+100	New	+$7.49K	﹤0.01%	493

Other funds holding HCA

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

BlackRock New York $5.7T 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors

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

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM