SAM
HCA icon

Shell Asset Management’s HCA Healthcare HCA Stock Holding History

Shell Asset Management’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
Q3 		$2M Sell
4,691
-9,691
-67% -$3.76M 0.2% 106
2025
Q2 		$5.51M Buy
14,382
+4,081
+40% +$1.47M 0.19% 109
2025
Q1 		$3.56M Sell
10,301
-459
-4% -$148K 0.17% 120
2024
Q4 		$3.23M Sell
10,760
-126
-1% -$44K 0.14% 138
2024
Q3 		$4.42M Buy
+10,886
New +$3.99M 0.19% 100
2024
Q1 		$3.54M Buy
11,015
+1,526
+16% +$466K 0.16% 118
2023
Q4 		$2.57M Sell
9,489
-2,498
-21% -$617K 0.12% 181
2023
Q3 		$2.95M Sell
11,987
-168
-1% -$46K 0.12% 174
2023
Q2 		$3.69M Buy
12,155
+8
+0.1% +$2.22K 0.15% 151
2023
Q1 		$3.2M Sell
12,147
-35
-0.3% -$8.89K 0.13% 164
2022
Q4 		$2.92M Buy
12,182
+1,048
+9% +$235K 0.13% 171
2022
Q3 		$2.05M Sell
11,134
-3,119
-22% -$621K 0.08% 243
2022
Q2 		$2.4M Buy
14,253
+173
+1% +$37.2K 0.07% 267
2022
Q1 		$3.53M Buy
14,080
+245
+2% +$61.5K 0.08% 237
2021
Q4 		$3.55M Buy
13,835
+4,908
+55% +$1.2M 0.07% 255
2021
Q3 		$2.17M Buy
8,927
+194
+2% +$47.4K 0.05% 317
2021
Q2 		$1.8M Buy
8,733
+17
+0.2% +$3.46K 0.04% 383
2021
Q1 		$1.64M Sell
8,716
-3,114
-26% -$549K 0.03% 394
2020
Q4 		$1.95M Buy
11,830
+3,567
+43% +$522K 0.04% 389
2020
Q3 		$1.03M Buy
8,263
+122
+1% +$15.1K 0.02% 449
2020
Q2 		$790K Sell
8,141
-3,965
-33% -$412K 0.02% 504
2020
Q1 		$1.09M Sell
12,106
-1,100
-8% -$142K 0.03% 409
2019
Q4 		$1.95M Sell
13,206
-23,853
-64% -$3.2M 0.04% 369
2019
Q3 		$4.46M Sell
37,059
-2,573
-6% -$333K 0.1% 233
2019
Q2 		$5.36M Sell
39,632
-1,800
-4% -$228K 0.12% 208
2019
Q1 		$5.4M Sell
41,432
-9,726
-19% -$1.31M 0.12% 214
2018
Q4 		$6.37M Sell
51,158
-952
-2% -$128K 0.16% 168
2018
Q3 		$7.25M Sell
52,110
-1,086
-2% -$135K 0.14% 172
2018
Q2 		$5.46M Sell
53,196
-9,181
-15% -$929K 0.11% 226
2018
Q1 		$6.05M Hold
62,377
– – 0.12% 209
2017
Q4 		$5.48M Buy
62,377
+8,639
+16% +$694K 0.11% 218
2017
Q3 		$4.28M Sell
53,738
-7,317
-12% -$588K 0.1% 240
2017
Q2 		$5.32M Buy
61,055
+16,462
+37% +$1.39M 0.11% 217
2017
Q1 		$3.97M Buy
44,593
+3,028
+7% +$252K 0.09% 248
2016
Q4 		$3.08M Buy
41,565
+4,118
+11% +$308K 0.07% 287
2016
Q3 		$2.83M Buy
37,447
+361
+1% +$27.6K 0.06% 327
2016
Q2 		$2.86M Buy
37,086
+19,984
+117% +$1.58M 0.07% 298
2016
Q1 		$1.33M Buy
17,102
+513
+3% +$35.8K 0.03% 481
2015
Q4 		$1.12M Sell
16,589
-34,933
-68% -$2.44M 0.03% 518
2015
Q3 		$3.63M Sell
51,522
-9,853
-16% -$872K 0.06% 285
2015
Q2 		$5.57M Buy
61,375
+34,264
+126% +$2.75M 0.11% 198
2015
Q1 		$2.04M Sell
27,111
-14,010
-34% -$1.01M 0.04% 458
2014
Q4 		$3.02M Sell
41,121
-10,401
-20% -$731K 0.05% 356
2014
Q3 		$3.63M Sell
51,522
-488
-0.9% -$32.3K 0.06% 295
2014
Q2 		$2.93M Sell
52,010
-2,615
-5% -$138K 0.05% 355
2014
Q1 		$2.87M Buy
54,625
+5,280
+11% +$263K 0.05% 359
2013
Q4 		$2.35M Sell
49,345
-14,141
-22% -$654K 0.04% 435
2013
Q3 		$2.71M Sell
63,486
-8,480
-12% -$331K 0.05% 384
2013
Q2 		$2.6M Buy
+71,966
New +$2.78M 0.05% 388

Other funds holding HCA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Shell Asset Management's HCA Position: Q3 2025 in Review

Shell Asset Management reduced its HCA Healthcare (HCA) stake by 67% in Q3 2025, selling an estimated $3.76M and leaving 4,691 shares worth $2M. The position accounts for 0.2% of the portfolio, ranked #106.

Shell Asset Management first reported a position in HCA in Q2 2013 and has held it in 49 quarters since. The position peaked at $7.25M in Q3 2018. 1,287 funds tracked by Wall St. Rank hold HCA as of Q3 2025.

  • Shell Asset Management held 4,691 shares of HCA Healthcare worth $2M as of Q3 2025.
  • Shell Asset Management sold 9,691 HCA Healthcare shares in Q3 2025, an estimated $3.76M.
  • HCA Healthcare made up 0.2% of Shell Asset Management's portfolio in Q3 2025, its #106 holding.
  • Shell Asset Management first reported a position in HCA Healthcare in Q2 2013 and has held it in 49 quarters since.
  • Shell Asset Management's HCA Healthcare position peaked at $7.25M in Q3 2018.
  • 1,287 funds tracked by Wall St. Rank held HCA Healthcare as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.