SC&H Financial Advisors’s HCA Healthcare HCA Stock Holding History

SC&H Financial 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	$263K	Hold	676	–	–	0.03%	140
2026 Q1	$320K	Hold	676	–	–	0.05%	119
2025 Q4	$315K	Hold	676	–	–	0.05%	121
2025 Q3	$288K	Hold	676	–	–	0.05%	123
2025 Q2	$259K	Sell	676 -90	-12%	-$32.4K	0.04%	131
2025 Q1	$265K	Hold	766	–	–	0.05%	125
2024 Q4	$230K	Sell	766 -100	-12%	-$34.9K	0.05%	141
2024 Q3	$352K	Hold	866	–	–	0.08%	109
2024 Q2	$278K	Hold	866	–	–	0.07%	122
2024 Q1	$289K	Sell	866 -50	-5%	-$15.3K	0.08%	118
2023 Q4	$248K	Sell	916 -69	-7%	-$17.1K	0.07%	123
2023 Q3	$242K	Hold	985	–	–	0.08%	120
2023 Q2	$299K	Hold	985	–	–	0.1%	113
2023 Q1	$260K	Buy	985 +13	+1%	+$3.3K	0.09%	119
2022 Q4	$233K	Sell	972 -123	-11%	-$27.5K	0.1%	117
2022 Q3	$201K	Buy	+1,095	New	+$218K	0.1%	125
2022 Q2	–	Sell	-2,556	Closed	-$641K	–	146
2022 Q1	$641K	Sell	2,556 -110	-4%	-$27.6K	0.3%	67
2021 Q4	$685K	Buy	+2,666	New	+$652K	0.38%	59

Other funds holding HCA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SC&H Financial Advisors's HCA Position: Q2 2026 in Review

SC&H Financial Advisors held its HCA Healthcare (HCA) position steady in Q2 2026 at 676 shares worth $263K. The position accounts for 0.03% of the portfolio, ranked #140.

SC&H Financial Advisors first reported a position in HCA in Q4 2021 and has held it in 18 quarters since. The position peaked at $685K in Q4 2021. 1,333 funds tracked by Wall St. Rank hold HCA as of Q2 2026.

SC&H Financial Advisors held 676 shares of HCA Healthcare worth $263K as of Q2 2026.
SC&H Financial Advisors left its HCA Healthcare share count unchanged in Q2 2026.
HCA Healthcare made up 0.03% of SC&H Financial Advisors's portfolio in Q2 2026, its #140 holding.
SC&H Financial Advisors first reported a position in HCA Healthcare in Q4 2021 and has held it in 18 quarters since.
SC&H Financial Advisors's HCA Healthcare position peaked at $685K in Q4 2021.
1,333 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.