Occidental Asset Management’s HCA Healthcare HCA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$396K Buy
836
+257
+44% +$129K 0.05% 189
2025
Q4
$270K Buy
+579
New +$269K 0.03% 226
2020
Q2
Sell
-4,373
Closed -$393K 147
2020
Q1
$393K Buy
+4,373
New +$566K 0.2% 105

Other funds holding HCA

Occidental Asset Management's HCA Position: Q1 2026 in Review

Occidental Asset Management increased its HCA Healthcare (HCA) stake by 44% in Q1 2026, buying an estimated $129K and bringing the position to 836 shares worth $396K. The position accounts for 0.05% of the portfolio, ranked #189.

Occidental Asset Management first reported a position in HCA in Q1 2020 and has held it in 3 quarters since. 1,414 funds tracked by Wall St. Rank hold HCA as of Q1 2026.

  • Occidental Asset Management held 836 shares of HCA Healthcare worth $396K as of Q1 2026.
  • Occidental Asset Management bought 257 HCA Healthcare shares in Q1 2026, an estimated $129K.
  • HCA Healthcare made up 0.05% of Occidental Asset Management's portfolio in Q1 2026, its #189 holding.
  • Occidental Asset Management first reported a position in HCA Healthcare in Q1 2020 and has held it in 3 quarters since.
  • 1,414 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2026.

Based on Occidental Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.