SFMG Wealth Advisors’s HCA Healthcare HCA Stock Holding History

SFMG 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	$401K	Buy	1,028 +200	+24%	+$84.6K	0.02%	223
2026 Q1	$392K	Hold	828	–	–	0.03%	218
2025 Q4	$386K	Hold	828	–	–	0.03%	213
2025 Q3	$353K	Hold	828	–	–	0.02%	213
2025 Q2	$317K	Hold	828	–	–	0.02%	203
2025 Q1	$286K	Buy	828 +4	+0.5%	+$1.29K	0.02%	206
2024 Q4	$247K	Hold	824	–	–	0.02%	224
2024 Q3	$335K	Sell	824 -27	-3%	-$9.88K	0.03%	187
2024 Q2	$273K	Buy	851 +5	+0.6%	+$1.63K	0.02%	204
2024 Q1	$282K	Buy	846 +5	+0.6%	+$1.53K	0.02%	203
2023 Q4	$228K	Sell	841 -6	-0.7%	-$1.48K	0.02%	223
2023 Q3	$208K	Buy	847 +1	+0.1%	+$274	0.02%	219
2023 Q2	$257K	Buy	846 +27	+3%	+$7.51K	0.03%	194
2023 Q1	$216K	Buy	+819	New	+$208K	0.02%	220
2022 Q1	–	Sell	-913	Closed	-$235K	–	310
2021 Q4	$235K	Hold	913	–	–	0.02%	245
2021 Q3	$222K	Buy	+913	New	+$223K	0.02%	226

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

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

SFMG Wealth Advisors increased its HCA Healthcare (HCA) stake by 24% in Q2 2026, buying an estimated $84.6K and bringing the position to 1,028 shares worth $401K. The position accounts for 0.02% of the portfolio, ranked #223.

SFMG Wealth Advisors first reported a position in HCA in Q3 2021 and has held it in 16 quarters since. 1,339 funds tracked by Wall St. Rank hold HCA as of Q2 2026.

SFMG Wealth Advisors held 1,028 shares of HCA Healthcare worth $401K as of Q2 2026.
SFMG Wealth Advisors bought 200 HCA Healthcare shares in Q2 2026, an estimated $84.6K.
HCA Healthcare made up 0.02% of SFMG Wealth Advisors's portfolio in Q2 2026, its #223 holding.
SFMG Wealth Advisors first reported a position in HCA Healthcare in Q3 2021 and has held it in 16 quarters since.
1,339 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.