Schechter Investment Advisors’s HCA Healthcare HCA Stock Holding History

Schechter Investment 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
2025 Q1	$445K	Sell	1,288 -118	-8%	-$38K	0.04%	396
2024 Q4	$422K	Sell	1,406 -90	-6%	-$31.5K	0.03%	418
2024 Q3	$608K	Buy	1,496 +31	+2%	+$11.3K	0.04%	358
2024 Q2	$471K	Sell	1,465 -10	-0.7%	-$3.25K	0.04%	385
2024 Q1	$492K	Buy	1,475 +95	+7%	+$29K	0.04%	376
2023 Q4	$374K	Sell	1,380 -6	-0.4%	-$1.48K	0.03%	414
2023 Q3	$341K	Sell	1,386 -95	-6%	-$26K	0.03%	419
2023 Q2	$449K	Buy	1,481 +31	+2%	+$8.62K	0.04%	405
2023 Q1	$382K	Buy	1,450 +560	+63%	+$142K	0.04%	470
2022 Q4	$214K	Buy	+890	New	+$199K	0.02%	736
2022 Q2	–	Sell	-891	Closed	-$224K	–	975
2022 Q1	$224K	Buy	+891	New	+$224K	0.02%	804

Other funds holding HCA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Schechter Investment Advisors's HCA Position: Q1 2025 in Review

Schechter Investment Advisors reduced its HCA Healthcare (HCA) stake by 8.4% in Q1 2025, selling an estimated $38K and leaving 1,288 shares worth $445K. The position accounts for 0.04% of the portfolio, ranked #396.

Schechter Investment Advisors first reported a position in HCA in Q1 2022 and has held it in 11 quarters since. The position peaked at $608K in Q3 2024. 1,224 funds tracked by Wall St. Rank hold HCA as of Q1 2025.

Schechter Investment Advisors held 1,288 shares of HCA Healthcare worth $445K as of Q1 2025.
Schechter Investment Advisors sold 118 HCA Healthcare shares in Q1 2025, an estimated $38K.
HCA Healthcare made up 0.04% of Schechter Investment Advisors's portfolio in Q1 2025, its #396 holding.
Schechter Investment Advisors first reported a position in HCA Healthcare in Q1 2022 and has held it in 11 quarters since.
Schechter Investment Advisors's HCA Healthcare position peaked at $608K in Q3 2024.
1,224 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.