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 Q2	–	Sell	-1	Closed	-$493	–	920
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SOA Wealth Advisors's HCA Position: Q2 2026 in Review

SOA Wealth Advisors sold out of HCA Healthcare (HCA) in Q2 2026, closing a stake of 1 share — an estimated $493 sold.

SOA Wealth Advisors first reported a position in HCA in Q4 2020 and held it in 22 quarters. The position peaked at $2K in Q1 2022. 1,339 funds tracked by Wall St. Rank hold HCA as of Q2 2026.

SOA Wealth Advisors reported no remaining HCA Healthcare position as of Q2 2026 after selling out during the quarter.
SOA Wealth Advisors sold 1 HCA Healthcare share in Q2 2026, an estimated $493.
SOA Wealth Advisors first reported a position in HCA Healthcare in Q4 2020 and held it in 22 quarters.
SOA Wealth Advisors's HCA Healthcare position peaked at $2K in Q1 2022.
1,339 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.