Perigon Wealth Management
HCA icon

Perigon Wealth Management’s HCA Healthcare HCA Stock Holding History

Perigon Wealth Management’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
Q3 		$906K Sell
2,123
-587
-22% -$241K 0.01% 640
2026
Q2 		$1.06M Sell
2,710
-6
-0.2% -$2.54K 0.02% 570
2026
Q1 		$1.29M Sell
2,716
-79
-3% -$39.8K 0.02% 459
2025
Q4 		$1.31M Sell
2,795
-5
-0.2% -$2.32K 0.02% 466
2025
Q3 		$1.19M Buy
2,800
+942
+51% +$365K 0.02% 465
2025
Q2 		$712K Buy
1,858
+61
+3% +$22K 0.02% 577
2025
Q1 		$621K Buy
1,797
+40
+2% +$12.9K 0.02% 576
2024
Q4 		$544K Sell
1,757
-74
-4% -$25.9K 0.01% 615
2024
Q3 		$744K Buy
1,831
+20
+1% +$7.32K 0.02% 508
2024
Q2 		$582K Buy
1,811
+195
+12% +$63.4K 0.02% 498
2024
Q1 		$539K Sell
1,616
-143
-8% -$43.7K 0.02% 513
2023
Q4 		$476K Buy
1,759
+44
+3% +$10.9K 0.02% 514
2023
Q3 		$422K Sell
1,715
-36
-2% -$9.9K 0.02% 484
2023
Q2 		$531K Sell
1,751
-114
-6% -$31.7K 0.02% 443
2023
Q1 		$492K Buy
1,865
+137
+8% +$34.8K 0.03% 401
2022
Q4 		$415K Buy
+1,728
New +$387K 0.03% 429
2021
Q1 		– Sell
-202
Closed -$33K – 722
2020
Q4 		$33K Buy
+202
New +$29.5K ﹤0.01% 869
2018
Q2 		– Sell
-165
Closed -$16K – 398
2018
Q1 		$16K Hold
165
– – 0.01% 468
2017
Q4 		$14K Hold
165
– – 0.01% 461
2017
Q3 		$13K Buy
+165
New +$13.3K ﹤0.01% 484
2017
Q2 		– Sell
-165
Closed -$15K – 599
2017
Q1 		$15K Buy
+165
New +$13.8K ﹤0.01% 489

Other funds holding HCA

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Perigon Wealth Management's HCA Position: Q3 2026 in Review

Perigon Wealth Management reduced its HCA Healthcare (HCA) stake by 22% in Q3 2026, selling an estimated $241K and leaving 2,123 shares worth $906K. The position accounts for 0.01% of the portfolio, ranked #640.

Perigon Wealth Management first reported a position in HCA in Q1 2017 and has held it in 21 quarters since. The position peaked at $1.31M in Q4 2025. 1,084 funds tracked by Wall St. Rank hold HCA as of Q3 2026.

  • Perigon Wealth Management held 2,123 shares of HCA Healthcare worth $906K as of Q3 2026.
  • Perigon Wealth Management sold 587 HCA Healthcare shares in Q3 2026, an estimated $241K.
  • HCA Healthcare made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #640 holding.
  • Perigon Wealth Management first reported a position in HCA Healthcare in Q1 2017 and has held it in 21 quarters since.
  • Perigon Wealth Management's HCA Healthcare position peaked at $1.31M in Q4 2025.
  • 1,084 funds tracked by Wall St. Rank held HCA Healthcare as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.