Roberts Capital Advisors’s HCA Healthcare HCA Stock Holding History

Roberts Capital 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 Q2	–	Sell	-1,865	Closed	-$644K	–	82
2025 Q1	$644K	Hold	1,865	–	–	0.56%	50
2024 Q4	$560K	Hold	1,865	–	–	0.47%	52
2024 Q3	$758K	Hold	1,865	–	–	0.65%	47
2024 Q2	$622K	Hold	1,865	–	–	0.6%	49
2024 Q1	$622K	Buy	+1,865	New	+$570K	0.6%	49
2022 Q3	$368K	Hold	2,000	–	–	0.53%	63
2022 Q2	$336K	Hold	2,000	–	–	0.46%	75
2022 Q1	$501K	Hold	2,000	–	–	0.52%	61
2021 Q4	$514K	Buy	+2,000	New	+$489K	0.48%	82

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

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

First Eagle Investment Management New York $59.9B AUM 27.01% 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

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

Norges Bank Oslo, Norway $935B AUM

Roberts Capital Advisors's HCA Position: Q2 2025 in Review

Roberts Capital Advisors sold out of HCA Healthcare (HCA) in Q2 2025, closing a stake of 1,865 shares — an estimated $644K sold.

Roberts Capital Advisors first reported a position in HCA in Q4 2021 and held it in 9 quarters. The position peaked at $758K in Q3 2024. 1,249 funds tracked by Wall St. Rank hold HCA as of Q2 2025.

Roberts Capital Advisors reported no remaining HCA Healthcare position as of Q2 2025 after selling out during the quarter.
Roberts Capital Advisors sold 1,865 HCA Healthcare shares in Q2 2025, an estimated $644K.
Roberts Capital Advisors first reported a position in HCA Healthcare in Q4 2021 and held it in 9 quarters.
Roberts Capital Advisors's HCA Healthcare position peaked at $758K in Q3 2024.
1,249 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2025.

Based on Roberts Capital Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.