Root Financial Partners
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Root Financial Partners’s HCA Healthcare HCA Stock Holding History

Root Financial Partners’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 		$122K Buy
+285
New +$117K ﹤0.01% 646
2026
Q2 		– Sell
-441
Closed -$209K – 1595
2026
Q1 		$209K Sell
441
-3
-0.7% -$1.51K 0.01% 323
2025
Q4 		$207K Buy
444
+26
+6% +$12.1K 0.01% 292
2025
Q3 		$178K Buy
+418
New +$162K 0.01% 303

Other funds holding HCA

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
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
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Root Financial Partners's HCA Position: Q3 2026 in Review

Root Financial Partners opened a new position in HCA Healthcare (HCA) in Q3 2026: 285 shares worth $122K. The stake represents ﹤0.01% of the portfolio and ranks #646 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in HCA as recently as Q1 2026.

Root Financial Partners first reported a position in HCA in Q3 2025 and has held it in 4 quarters since. The position peaked at $209K in Q1 2026. 994 funds tracked by Wall St. Rank hold HCA as of Q3 2026.

  • Root Financial Partners held 285 shares of HCA Healthcare worth $122K as of Q3 2026.
  • HCA Healthcare was a new Root Financial Partners position in Q3 2026.
  • HCA Healthcare made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #646 holding.
  • Root Financial Partners first reported a position in HCA Healthcare in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's HCA Healthcare position peaked at $209K in Q1 2026.
  • 994 funds tracked by Wall St. Rank held HCA Healthcare as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.