Planning Directions’s HCA Healthcare HCA Stock Holding History

Planning Directions’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	$264K	Hold	558	–	–	0.13%	86
2025 Q4	$260K	Hold	558	–	–	0.13%	81
2025 Q3	$238K	Sell	558 -24	-4%	-$9.3K	0.12%	82
2025 Q2	$223K	Hold	582	–	–	0.13%	79
2025 Q1	$201K	Buy	+582	New	+$187K	0.09%	117
2024 Q4	–	Sell	-582	Closed	-$236K	–	79
2024 Q3	$236K	Buy	+582	New	+$213K	0.14%	71
2024 Q2	–	Sell	-604	Closed	-$201K	–	73
2024 Q1	$201K	Buy	+604	New	+$185K	0.14%	75

Other funds holding HCA

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Planning Directions's HCA Position: Q1 2026 in Review

Planning Directions held its HCA Healthcare (HCA) position steady in Q1 2026 at 558 shares worth $264K. The position accounts for 0.13% of the portfolio, ranked #86.

Planning Directions first reported a position in HCA in Q1 2024 and has held it in 7 quarters since. 1,414 funds tracked by Wall St. Rank hold HCA as of Q1 2026.

Planning Directions held 558 shares of HCA Healthcare worth $264K as of Q1 2026.
Planning Directions left its HCA Healthcare share count unchanged in Q1 2026.
HCA Healthcare made up 0.13% of Planning Directions's portfolio in Q1 2026, its #86 holding.
Planning Directions first reported a position in HCA Healthcare in Q1 2024 and has held it in 7 quarters since.
1,414 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2026.

Based on Planning Directions's 13F filing for Q1 2026, filed 15 Apr 2026.