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Sage Mountain Advisors’s HCA Healthcare HCA Stock Holding History

Sage Mountain 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
2026
Q1 		– Sell
-1,569
Closed -$732K – 415
2025
Q4 		$732K Sell
1,569
-217
-12% -$101K 0.04% 211
2025
Q3 		$761K Buy
1,786
+546
+44% +$212K 0.04% 200
2025
Q2 		$475K Buy
1,240
+250
+25% +$90.1K 0.03% 248
2025
Q1 		$342K Buy
990
+93
+10% +$29.9K 0.03% 272
2024
Q4 		$269K Buy
897
+111
+14% +$38.8K 0.02% 321
2024
Q3 		$319K Sell
786
-52
-6% -$19K 0.03% 277
2024
Q2 		$269K Buy
+838
New +$272K 0.02% 279

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

Sage Mountain Advisors's HCA Position: Q1 2026 in Review

Sage Mountain Advisors sold out of HCA Healthcare (HCA) in Q1 2026, closing a stake of 1,569 shares — an estimated $732K sold.

Sage Mountain Advisors first reported a position in HCA in Q2 2024 and held it in 7 quarters. The position peaked at $761K in Q3 2025. 1,414 funds tracked by Wall St. Rank hold HCA as of Q1 2026.

  • Sage Mountain Advisors reported no remaining HCA Healthcare position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 1,569 HCA Healthcare shares in Q1 2026, an estimated $732K.
  • Sage Mountain Advisors first reported a position in HCA Healthcare in Q2 2024 and held it in 7 quarters.
  • Sage Mountain Advisors's HCA Healthcare position peaked at $761K in Q3 2025.
  • 1,414 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.