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Ritholtz Wealth Management’s HCA Healthcare HCA Stock Holding History

Ritholtz 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
Q2 		$5.17M Sell
13,254
-718
-5% -$304K 0.08% 176
2026
Q1 		$6.61M Buy
13,972
+1,996
+17% +$1M 0.11% 112
2025
Q4 		$5.59M Buy
11,976
+1,540
+15% +$715K 0.1% 128
2025
Q3 		$4.45M Buy
10,436
+512
+5% +$198K 0.09% 147
2025
Q2 		$3.8M Buy
9,924
+932
+10% +$336K 0.08% 150
2025
Q1 		$3.11M Buy
8,992
+1,462
+19% +$470K 0.09% 159
2024
Q4 		$2.26M Sell
7,530
-1,217
-14% -$425K 0.07% 204
2024
Q3 		$3.56M Sell
8,747
-271
-3% -$99.2K 0.11% 132
2024
Q2 		$2.9M Buy
9,018
+1,019
+13% +$331K 0.1% 146
2024
Q1 		$2.67M Sell
7,999
-13
-0.2% -$3.97K 0.09% 148
2023
Q4 		$2.17M Buy
8,012
+1,596
+25% +$394K 0.08% 154
2023
Q3 		$1.58M Buy
6,416
+2,713
+73% +$742K 0.07% 187
2023
Q2 		$1.12M Buy
3,703
+41
+1% +$11.4K 0.05% 247
2023
Q1 		$966K Sell
3,662
-9
-0.2% -$2.29K 0.05% 268
2022
Q4 		$881K Sell
3,671
-1,994
-35% -$447K 0.05% 255
2022
Q3 		$1.04M Buy
5,665
+1,680
+42% +$335K 0.06% 232
2022
Q2 		$670K Sell
3,985
-2,624
-40% -$564K 0.04% 253
2022
Q1 		$1.66M Buy
6,609
+395
+6% +$99.2K 0.11% 114
2021
Q4 		$1.6M Sell
6,214
-341
-5% -$83.4K 0.1% 103
2021
Q3 		$1.59M Buy
6,555
+498
+8% +$122K 0.11% 90
2021
Q2 		$1.25M Buy
6,057
+1,867
+45% +$381K 0.09% 108
2021
Q1 		$789K Buy
4,190
+1,371
+49% +$242K 0.07% 139
2020
Q4 		$464K Buy
+2,819
New +$412K 0.04% 178

Other funds holding HCA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ritholtz Wealth Management's HCA Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its HCA Healthcare (HCA) stake by 5.1% in Q2 2026, selling an estimated $304K and leaving 13,254 shares worth $5.17M. The position accounts for 0.08% of the portfolio, ranked #176.

Ritholtz Wealth Management first reported a position in HCA in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.61M in Q1 2026. 1,333 funds tracked by Wall St. Rank hold HCA as of Q2 2026.

  • Ritholtz Wealth Management held 13,254 shares of HCA Healthcare worth $5.17M as of Q2 2026.
  • Ritholtz Wealth Management sold 718 HCA Healthcare shares in Q2 2026, an estimated $304K.
  • HCA Healthcare made up 0.08% of Ritholtz Wealth Management's portfolio in Q2 2026, its #176 holding.
  • Ritholtz Wealth Management first reported a position in HCA Healthcare in Q4 2020 and has held it in 23 quarters since.
  • Ritholtz Wealth Management's HCA Healthcare position peaked at $6.61M in Q1 2026.
  • 1,333 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.