SOA Wealth Advisors’s HCA Healthcare HCA Stock Holding History

SOA 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 Q1	$493	Hold	1	–	–	﹤0.01%	778
2025 Q4	$485	Hold	1	–	–	﹤0.01%	782
2025 Q3	$442	Hold	1	–	–	﹤0.01%	808
2025 Q2	$397	Hold	1	–	–	﹤0.01%	793
2025 Q1	$357	Hold	1	–	–	﹤0.01%	807
2024 Q4	$310	Hold	1	–	–	﹤0.01%	804
2024 Q3	$419	Hold	1	–	–	﹤0.01%	758
2024 Q2	$330	Hold	1	–	–	﹤0.01%	781
2024 Q1	$342	Hold	1	–	–	﹤0.01%	828
2023 Q4	$277	Hold	1	–	–	﹤0.01%	830
2023 Q3	$251	Hold	1	–	–	﹤0.01%	863
2023 Q2	$309	Hold	1	–	–	﹤0.01%	856
2023 Q1	$268	Hold	1	–	–	﹤0.01%	884
2022 Q4	$243	Sell	1 -1	-50%	-$224	﹤0.01%	890
2022 Q3	$0	Hold	2	–	–	﹤0.01%	884
2022 Q2	$0	Sell	2 -7	-78%	-$1.5K	﹤0.01%	897
2022 Q1	$2K	Hold	9	–	–	﹤0.01%	798
2021 Q4	$2K	Hold	9	–	–	﹤0.01%	773
2021 Q3	$2K	Hold	9	–	–	﹤0.01%	786
2021 Q2	$1K	Buy	9 +5	+125%	+$1.02K	﹤0.01%	819
2021 Q1	$0	Hold	4	–	–	﹤0.01%	853
2020 Q4	$0	Buy	+4	New	+$585	﹤0.01%	829

Other funds holding HCA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Sanders Capital

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $59B AUM 32.99% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM