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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Optimize Financial's HCA Position: Q1 2026 in Review

Optimize Financial reduced its HCA Healthcare (HCA) stake by 19% in Q1 2026, selling an estimated $95.1K and leaving 831 shares worth $393K. The position accounts for 0.19% of the portfolio, ranked #198.

Optimize Financial first reported a position in HCA in Q3 2025 and has held it in 3 quarters since. The position peaked at $476K in Q4 2025. 1,414 funds tracked by Wall St. Rank hold HCA as of Q1 2026.

  • Optimize Financial held 831 shares of HCA Healthcare worth $393K as of Q1 2026.
  • Optimize Financial sold 189 HCA Healthcare shares in Q1 2026, an estimated $95.1K.
  • HCA Healthcare made up 0.19% of Optimize Financial's portfolio in Q1 2026, its #198 holding.
  • Optimize Financial first reported a position in HCA Healthcare in Q3 2025 and has held it in 3 quarters since.
  • Optimize Financial's HCA Healthcare position peaked at $476K in Q4 2025.
  • 1,414 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.