SFS
HCA icon

Sowell Financial Services’s HCA Healthcare HCA Stock Holding History

Sowell Financial Services’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 		$388K Sell
995
-2,551
-72% -$1.08M 0.01% 762
2026
Q1 		$1.68M Sell
3,546
-429
-11% -$216K 0.06% 327
2025
Q4 		$1.86M Buy
3,975
+2,509
+171% +$1.16M 0.07% 298
2025
Q3 		$625K Sell
1,466
-1,370
-48% -$531K 0.02% 575
2025
Q2 		$1.09M Sell
2,836
-55
-2% -$19.8K 0.04% 387
2025
Q1 		$999K Buy
+2,891
New +$930K 0.05% 384
2023
Q2 		– Sell
-2,074
Closed -$547K – 663
2023
Q1 		$547K Buy
+2,074
New +$527K 0.04% 416
2021
Q2 		– Sell
-145
Closed -$30K – 1455
2021
Q1 		$30K Buy
145
+30
+26% +$5.29K ﹤0.01% 1870
2020
Q4 		$19K Buy
115
+26
+29% +$3.8K ﹤0.01% 1767
2020
Q3 		$11K Sell
89
-45
-34% -$5.57K ﹤0.01% 1776
2020
Q2 		$13K Sell
134
-102
-43% -$10.6K ﹤0.01% 1596
2020
Q1 		$21K Buy
236
+37
+19% +$4.79K ﹤0.01% 1373
2019
Q4 		$29K Buy
199
+28
+16% +$3.76K ﹤0.01% 1312
2019
Q3 		$21K Buy
+171
New +$22.1K ﹤0.01% 1260

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 $59.9B AUM 27.01% 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

Sowell Financial Services's HCA Position: Q2 2026 in Review

Sowell Financial Services reduced its HCA Healthcare (HCA) stake by 72% in Q2 2026, selling an estimated $1.08M and leaving 995 shares worth $388K. The position accounts for 0.01% of the portfolio, ranked #762.

Sowell Financial Services first reported a position in HCA in Q3 2019 and has held it in 14 quarters since. The position peaked at $1.86M in Q4 2025. 1,333 funds tracked by Wall St. Rank hold HCA as of Q2 2026.

  • Sowell Financial Services held 995 shares of HCA Healthcare worth $388K as of Q2 2026.
  • Sowell Financial Services sold 2,551 HCA Healthcare shares in Q2 2026, an estimated $1.08M.
  • HCA Healthcare made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #762 holding.
  • Sowell Financial Services first reported a position in HCA Healthcare in Q3 2019 and has held it in 14 quarters since.
  • Sowell Financial Services's HCA Healthcare position peaked at $1.86M in Q4 2025.
  • 1,333 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.