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Shulman DeMeo Asset Management’s HCA Healthcare HCA Stock Holding History

Shulman DeMeo 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
2026
Q2 		$240K Hold
616
– – 0.04% 122
2026
Q1 		$292K Buy
616
+1
+0.2% +$503 0.06% 107
2025
Q4 		$287K Hold
615
– – 0.07% 95
2025
Q3 		$262K Sell
615
-16
-3% -$6.2K 0.06% 102
2025
Q2 		$242K Buy
631
+1
+0.2% +$360 0.06% 102
2025
Q1 		$218K Buy
+630
New +$203K 0.06% 105
2024
Q4 		– Sell
-645
Closed -$262K – 127
2024
Q3 		$262K Buy
645
+1
+0.2% +$366 0.06% 111
2024
Q2 		$207K Sell
644
-8
-1% -$2.6K 0.05% 116
2024
Q1 		$218K Buy
+652
New +$199K 0.06% 120
2023
Q3 		– Sell
-858
Closed -$260K – 130
2023
Q2 		$260K Sell
858
-97
-10% -$27K 0.08% 103
2023
Q1 		$252K Hold
955
– – 0.08% 108
2022
Q4 		$229K Buy
+955
New +$214K 0.08% 113
2022
Q2 		– Sell
-980
Closed -$246K – 140
2022
Q1 		$246K Hold
980
– – 0.07% 125
2021
Q4 		$252K Buy
+980
New +$240K 0.07% 124
2021
Q3 		– Sell
-980
Closed -$203K – 103
2021
Q2 		$203K Buy
+980
New +$200K 0.08% 62

Other funds holding HCA

MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SJL
Shayne & Jacobs LLC Nashville, Tennessee $337M AUM 19.04% 1-Year Est. Return

Shulman DeMeo Asset Management's HCA Position: Q2 2026 in Review

Shulman DeMeo Asset Management held its HCA Healthcare (HCA) position steady in Q2 2026 at 616 shares worth $240K. The position accounts for 0.04% of the portfolio, ranked #122.

Shulman DeMeo Asset Management first reported a position in HCA in Q2 2021 and has held it in 15 quarters since. The position peaked at $292K in Q1 2026. 307 funds tracked by Wall St. Rank hold HCA as of Q2 2026.

  • Shulman DeMeo Asset Management held 616 shares of HCA Healthcare worth $240K as of Q2 2026.
  • Shulman DeMeo Asset Management left its HCA Healthcare share count unchanged in Q2 2026.
  • HCA Healthcare made up 0.04% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #122 holding.
  • Shulman DeMeo Asset Management first reported a position in HCA Healthcare in Q2 2021 and has held it in 15 quarters since.
  • Shulman DeMeo Asset Management's HCA Healthcare position peaked at $292K in Q1 2026.
  • 307 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.