SWM
HCA icon

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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

SHP Wealth Management's HCA Position: Q1 2026 in Review

SHP Wealth Management increased its HCA Healthcare (HCA) stake by 230% in Q1 2026, buying an estimated $11.6K and bringing the position to 33 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #792.

SHP Wealth Management first reported a position in HCA in Q4 2025 and has held it in 2 quarters since. 1,419 funds tracked by Wall St. Rank hold HCA as of Q1 2026.

  • SHP Wealth Management held 33 shares of HCA Healthcare worth $15.5K as of Q1 2026.
  • SHP Wealth Management bought 23 HCA Healthcare shares in Q1 2026, an estimated $11.6K.
  • HCA Healthcare made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #792 holding.
  • SHP Wealth Management first reported a position in HCA Healthcare in Q4 2025 and has held it in 2 quarters since.
  • 1,419 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.