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
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

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

Root Financial Partners's HCA Position: Q2 2026 in Review

Root Financial Partners sold out of HCA Healthcare (HCA) in Q2 2026, closing a stake of 441 shares — an estimated $209K sold.

Root Financial Partners first reported a position in HCA in Q3 2025 and held it in 3 quarters. The position peaked at $209K in Q1 2026. 1,339 funds tracked by Wall St. Rank hold HCA as of Q2 2026.

  • Root Financial Partners reported no remaining HCA Healthcare position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 441 HCA Healthcare shares in Q2 2026, an estimated $209K.
  • Root Financial Partners first reported a position in HCA Healthcare in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's HCA Healthcare position peaked at $209K in Q1 2026.
  • 1,339 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.