OF
HCA icon

Optimize Financial’s HCA Healthcare HCA Stock Holding History

Optimize Financial’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 		$323K Sell
829
-2
-0.2% -$846 0.12% 245
2026
Q1 		$393K Sell
831
-189
-19% -$95.1K 0.19% 198
2025
Q4 		$476K Buy
1,020
+12
+1% +$5.57K 0.24% 152
2025
Q3 		$430K Buy
+1,008
New +$391K 0.22% 180

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 $60.8B AUM 26.63% 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

Optimize Financial's HCA Position: Q2 2026 in Review

Optimize Financial reduced its HCA Healthcare (HCA) stake by 0.24% in Q2 2026, selling an estimated $846 and leaving 829 shares worth $323K. The position accounts for 0.12% of the portfolio, ranked #245.

Optimize Financial first reported a position in HCA in Q3 2025 and has held it in 4 quarters since. The position peaked at $476K in Q4 2025. 1,339 funds tracked by Wall St. Rank hold HCA as of Q2 2026.

  • Optimize Financial held 829 shares of HCA Healthcare worth $323K as of Q2 2026.
  • Optimize Financial sold 2 HCA Healthcare shares in Q2 2026, an estimated $846.
  • HCA Healthcare made up 0.12% of Optimize Financial's portfolio in Q2 2026, its #245 holding.
  • Optimize Financial first reported a position in HCA Healthcare in Q3 2025 and has held it in 4 quarters since.
  • Optimize Financial's HCA Healthcare position peaked at $476K in Q4 2025.
  • 1,339 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.