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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
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% -$9.85K 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

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

Perigon Wealth Management's HCA Position: Q1 2026 in Review

Perigon Wealth Management reduced its HCA Healthcare (HCA) stake by 2.8% in Q1 2026, selling an estimated $39.8K and leaving 2,716 shares worth $1.29M. The position accounts for 0.02% of the portfolio, ranked #459.

Perigon Wealth Management first reported a position in HCA in Q1 2017 and has held it in 19 quarters since. The position peaked at $1.31M in Q4 2025. 1,414 funds tracked by Wall St. Rank hold HCA as of Q1 2026.

  • Perigon Wealth Management held 2,716 shares of HCA Healthcare worth $1.29M as of Q1 2026.
  • Perigon Wealth Management sold 79 HCA Healthcare shares in Q1 2026, an estimated $39.8K.
  • HCA Healthcare made up 0.02% of Perigon Wealth Management's portfolio in Q1 2026, its #459 holding.
  • Perigon Wealth Management first reported a position in HCA Healthcare in Q1 2017 and has held it in 19 quarters since.
  • Perigon Wealth Management's HCA Healthcare position peaked at $1.31M in Q4 2025.
  • 1,414 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.