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Sax Wealth Advisors’s HCA Healthcare HCA Stock Holding History

Sax Wealth 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
Q2 		$554K Buy
1,171
+15
+1% +$6.34K 0.02% 317
2026
Q1 		$540K Hold
1,156
– – 0.03% 280
2025
Q4 		$540K Buy
1,156
+12
+1% +$5.57K 0.03% 287
2025
Q3 		$488K Sell
1,144
-51
-4% -$19.8K 0.03% 276
2025
Q2 		$458K Buy
1,195
+12
+1% +$4.32K 0.03% 273
2025
Q1 		$409K Buy
1,183
+187
+19% +$60.1K 0.03% 245
2024
Q4 		$299K Sell
996
-191
-16% -$66.8K 0.02% 268
2024
Q3 		$482K Buy
1,187
+153
+15% +$56K 0.04% 162
2024
Q2 		$332K Buy
+1,034
New +$336K 0.03% 195

Other funds holding HCA

MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SJL
Shayne & Jacobs LLC Nashville, Tennessee $337M AUM 19.04% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

Sax Wealth Advisors's HCA Position: Q2 2026 in Review

Sax Wealth Advisors increased its HCA Healthcare (HCA) stake by 1.3% in Q2 2026, buying an estimated $6.34K and bringing the position to 1,171 shares worth $554K. The position accounts for 0.02% of the portfolio, ranked #317.

Sax Wealth Advisors first reported a position in HCA in Q2 2024 and has held it in 9 quarters since. 248 funds tracked by Wall St. Rank hold HCA as of Q2 2026.

  • Sax Wealth Advisors held 1,171 shares of HCA Healthcare worth $554K as of Q2 2026.
  • Sax Wealth Advisors bought 15 HCA Healthcare shares in Q2 2026, an estimated $6.34K.
  • HCA Healthcare made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #317 holding.
  • Sax Wealth Advisors first reported a position in HCA Healthcare in Q2 2024 and has held it in 9 quarters since.
  • 248 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.