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SHP Wealth Management’s HCA Healthcare HCA Stock Holding History

SHP Wealth 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
2026
Q2 		$8.19K Sell
21
-12
-36% -$5.07K ﹤0.01% 1035
2026
Q1 		$15.5K Buy
33
+23
+230% +$11.6K ﹤0.01% 792
2025
Q4 		$4.57K Buy
+10
New +$4.64K ﹤0.01% 998

Other funds holding HCA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SHP Wealth Management's HCA Position: Q2 2026 in Review

SHP Wealth Management reduced its HCA Healthcare (HCA) stake by 36% in Q2 2026, selling an estimated $5.07K and leaving 21 shares worth $8.19K. The position accounts for ﹤0.01% of the portfolio, ranked #1035.

SHP Wealth Management first reported a position in HCA in Q4 2025 and has held it in 3 quarters since. The position peaked at $15.5K in Q1 2026. 1,342 funds tracked by Wall St. Rank hold HCA as of Q2 2026.

  • SHP Wealth Management held 21 shares of HCA Healthcare worth $8.19K as of Q2 2026.
  • SHP Wealth Management sold 12 HCA Healthcare shares in Q2 2026, an estimated $5.07K.
  • HCA Healthcare made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1035 holding.
  • SHP Wealth Management first reported a position in HCA Healthcare in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's HCA Healthcare position peaked at $15.5K in Q1 2026.
  • 1,342 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.