Peak Financial Advisors’s HCA Healthcare HCA Stock Holding History

Peak Financial Advisors’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	-3,738	Closed	-$1.12M	–	78
2024 Q4	$1.12M	Buy	+3,738	New	+$1.31M	0.58%	40
2023 Q3	–	Sell	-7,205	Closed	-$2.19M	–	62
2023 Q2	$2.19M	Sell	7,205 -1,151	-14%	-$320K	1.72%	19
2023 Q1	$2.2M	Sell	8,356 -56	-0.7%	-$14.2K	1.86%	14
2022 Q4	$2.02M	Buy	8,412 +357	+4%	+$80K	1.84%	17
2022 Q3	$1.48M	Sell	8,055 -145	-2%	-$28.9K	1.82%	24
2022 Q2	$1.38M	Buy	8,200 +3,251	+66%	+$698K	1.36%	26
2022 Q1	$1.24M	Buy	+4,949	New	+$1.24M	1.06%	31

Other funds holding HCA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Peak Financial Advisors's HCA Position: Q1 2025 in Review

Peak Financial Advisors sold out of HCA Healthcare (HCA) in Q1 2025, closing a stake of 3,738 shares — an estimated $1.12M sold.

Peak Financial Advisors first reported a position in HCA in Q1 2022 and held it in 7 quarters. The position peaked at $2.2M in Q1 2023. 1,224 funds tracked by Wall St. Rank hold HCA as of Q1 2025.

Peak Financial Advisors reported no remaining HCA Healthcare position as of Q1 2025 after selling out during the quarter.
Peak Financial Advisors sold 3,738 HCA Healthcare shares in Q1 2025, an estimated $1.12M.
Peak Financial Advisors first reported a position in HCA Healthcare in Q1 2022 and held it in 7 quarters.
Peak Financial Advisors's HCA Healthcare position peaked at $2.2M in Q1 2023.
1,224 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2025.

Based on Peak Financial Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.