RFP
HCA icon

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
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

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

Root Financial Partners's HCA Position: Q1 2026 in Review

Root Financial Partners reduced its HCA Healthcare (HCA) stake by 0.68% in Q1 2026, selling an estimated $1.51K and leaving 441 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #323.

Root Financial Partners first reported a position in HCA in Q3 2025 and has held it in 3 quarters since. 1,415 funds tracked by Wall St. Rank hold HCA as of Q1 2026.

  • Root Financial Partners held 441 shares of HCA Healthcare worth $209K as of Q1 2026.
  • Root Financial Partners sold 3 HCA Healthcare shares in Q1 2026, an estimated $1.51K.
  • HCA Healthcare made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #323 holding.
  • Root Financial Partners first reported a position in HCA Healthcare in Q3 2025 and has held it in 3 quarters since.
  • 1,415 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.