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Sound View Wealth Advisors Group’s HCA Healthcare HCA Stock Holding History

Sound View Wealth Advisors Group’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 		$2.17M Buy
5,577
+90
+2% +$38K 0.14% 130
2026
Q1 		$2.6M Sell
5,487
-133
-2% -$67K 0.18% 112
2025
Q4 		$2.62M Sell
5,620
-79
-1% -$36.7K 0.18% 112
2025
Q3 		$2.43M Buy
5,699
+52
+0.9% +$20.2K 0.17% 120
2025
Q2 		$2.16M Sell
5,647
-1,714
-23% -$618K 0.16% 123
2025
Q1 		$2.54M Buy
7,361
+160
+2% +$51.5K 0.21% 101
2024
Q4 		$2.16M Buy
7,201
+531
+8% +$186K 0.17% 116
2024
Q3 		$2.71M Buy
6,670
+1,327
+25% +$486K 0.22% 106
2024
Q2 		$1.72M Buy
5,343
+268
+5% +$87.1K 0.18% 121
2024
Q1 		$1.69M Sell
5,075
-2,401
-32% -$734K 0.18% 122
2023
Q4 		$2.02M Buy
7,476
+1,686
+29% +$417K 0.22% 110
2023
Q3 		$1.42M Buy
5,790
+3,602
+165% +$986K 0.18% 117
2023
Q2 		$664K Buy
2,188
+676
+45% +$188K 0.09% 191
2023
Q1 		$399K Sell
1,512
-5,964
-80% -$1.51M 0.05% 249
2022
Q4 		$2.02M Buy
+7,476
New +$1.67M 0.22% 110

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 $3.37T AUM 44.26% 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

Sound View Wealth Advisors Group's HCA Position: Q2 2026 in Review

Sound View Wealth Advisors Group increased its HCA Healthcare (HCA) stake by 1.6% in Q2 2026, buying an estimated $38K and bringing the position to 5,577 shares worth $2.17M. The position accounts for 0.14% of the portfolio, ranked #130.

Sound View Wealth Advisors Group first reported a position in HCA in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.71M in Q3 2024. 1,333 funds tracked by Wall St. Rank hold HCA as of Q2 2026.

  • Sound View Wealth Advisors Group held 5,577 shares of HCA Healthcare worth $2.17M as of Q2 2026.
  • Sound View Wealth Advisors Group bought 90 HCA Healthcare shares in Q2 2026, an estimated $38K.
  • HCA Healthcare made up 0.14% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #130 holding.
  • Sound View Wealth Advisors Group first reported a position in HCA Healthcare in Q4 2022 and has held it in 15 quarters since.
  • Sound View Wealth Advisors Group's HCA Healthcare position peaked at $2.71M in Q3 2024.
  • 1,333 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.