Stephens Inc’s HCA Healthcare HCA Stock Holding History

Stephens Inc’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	$3.73M	Sell	7,873 -202	-3%	-$102K	0.05%	346
2025 Q4	$3.77M	Sell	8,075 -406	-5%	-$188K	0.05%	349
2025 Q3	$3.61M	Sell	8,481 -19	-0.2%	-$7.36K	0.05%	353
2025 Q2	$3.26M	Buy	8,500 +265	+3%	+$95.5K	0.04%	356
2025 Q1	$2.85M	Sell	8,235 -530	-6%	-$170K	0.04%	376
2024 Q4	$2.63M	Sell	8,765 -87	-1%	-$30.4K	0.04%	385
2024 Q3	$3.6M	Buy	8,852 +91	+1%	+$33.3K	0.05%	323
2024 Q2	$2.81M	Sell	8,761 -72	-0.8%	-$23.4K	0.04%	362
2024 Q1	$2.95M	Buy	8,833 +382	+5%	+$117K	0.05%	337
2023 Q4	$2.29M	Buy	8,451 +85	+1%	+$21K	0.04%	369
2023 Q3	$2.06M	Sell	8,366 -1,368	-14%	-$374K	0.04%	362
2023 Q2	$2.95M	Sell	9,734 -917	-9%	-$255K	0.05%	316
2023 Q1	$2.81M	Sell	10,651 -733	-6%	-$186K	0.05%	319
2022 Q4	$2.73M	Sell	11,384 -985	-8%	-$221K	0.06%	317
2022 Q3	$2.27M	Buy	12,369 +301	+2%	+$60K	0.05%	336
2022 Q2	$2.03M	Sell	12,068 -415	-3%	-$89.2K	0.04%	377
2022 Q1	$3.13M	Buy	12,483 +25	+0.2%	+$6.28K	0.05%	344
2021 Q4	$3.2M	Sell	12,458 -69	-0.6%	-$16.9K	0.05%	355
2021 Q3	$3.04M	Sell	12,527 -935	-7%	-$229K	0.05%	371
2021 Q2	$2.78M	Sell	13,462 -4	-0%	-$815	0.04%	413
2021 Q1	$2.54M	Sell	13,466 -734	-5%	-$129K	0.04%	414
2020 Q4	$2.33M	Buy	14,200 +435	+3%	+$63.6K	0.04%	392
2020 Q3	$1.72M	Buy	13,765 +1,033	+8%	+$128K	0.03%	417
2020 Q2	$1.24M	Buy	12,732 +869	+7%	+$90.3K	0.03%	466
2020 Q1	$1.07M	Sell	11,863 -1,635	-12%	-$212K	0.03%	453
2019 Q4	$2M	Buy	13,498 +685	+5%	+$92K	0.04%	403
2019 Q3	$1.54M	Buy	12,813 +2,582	+25%	+$334K	0.03%	456
2019 Q2	$1.38M	Sell	10,231 -2,479	-20%	-$313K	0.03%	494
2019 Q1	$1.66M	Buy	12,710 +240	+2%	+$32.2K	0.04%	444
2018 Q4	$1.55M	Sell	12,470 -2,115	-15%	-$284K	0.04%	414
2018 Q3	$2.03M	Buy	14,585 +1,008	+7%	+$125K	0.05%	397
2018 Q2	$1.39M	Buy	+13,577	New	+$1.37M	0.04%	400
2017 Q3	–	Sell	-15,992	Closed	-$1.4M	–	771
2017 Q2	$1.4M	Sell	15,992 -51	-0.3%	-$4.32K	0.05%	365
2017 Q1	$1.43M	Sell	16,043 -4,298	-21%	-$358K	0.05%	352
2016 Q4	$1.51M	Sell	20,341 -524	-3%	-$39.2K	0.06%	310
2016 Q3	$1.58M	Sell	20,865 -17,827	-46%	-$1.36M	0.07%	288
2016 Q2	$2.98M	Sell	38,692 -2,530	-6%	-$200K	0.13%	166
2016 Q1	$3.22M	Buy	41,222 +2,200	+6%	+$154K	0.16%	136
2015 Q4	$2.64M	Buy	39,022 +1,757	+5%	+$123K	0.13%	161
2015 Q3	$2.88M	Sell	37,265 -5,589	-13%	-$495K	0.15%	144
2015 Q2	$3.89M	Sell	42,854 -4,190	-9%	-$336K	0.18%	125
2015 Q1	$3.54M	Buy	47,044 +3,171	+7%	+$228K	0.16%	141
2014 Q4	$3.22M	Buy	43,873 +1,703	+4%	+$120K	0.15%	153
2014 Q3	$2.97M	Buy	42,170 +13,569	+47%	+$897K	0.15%	169
2014 Q2	$1.61M	Buy	28,601 +6	+0%	+$317	0.08%	254
2014 Q1	$1.5M	Sell	28,595 -800	-3%	-$39.8K	0.08%	255
2013 Q4	$1.4M	Sell	29,395 -779	-3%	-$36K	0.07%	271
2013 Q3	$1.29M	Sell	30,174 -1,870	-6%	-$73.1K	0.07%	274
2013 Q2	$1.16M	Buy	+32,044	New	+$1.24M	0.06%	265

Other funds holding HCA

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Stephens Inc's HCA Position: Q1 2026 in Review

Stephens Inc reduced its HCA Healthcare (HCA) stake by 2.5% in Q1 2026, selling an estimated $102K and leaving 7,873 shares worth $3.73M. The position accounts for 0.05% of the portfolio, ranked #346.

Stephens Inc first reported a position in HCA in Q2 2013 and has held it in 49 quarters since. The position peaked at $3.89M in Q2 2015. 1,414 funds tracked by Wall St. Rank hold HCA as of Q1 2026.

Stephens Inc held 7,873 shares of HCA Healthcare worth $3.73M as of Q1 2026.
Stephens Inc sold 202 HCA Healthcare shares in Q1 2026, an estimated $102K.
HCA Healthcare made up 0.05% of Stephens Inc's portfolio in Q1 2026, its #346 holding.
Stephens Inc first reported a position in HCA Healthcare in Q2 2013 and has held it in 49 quarters since.
Stephens Inc's HCA Healthcare position peaked at $3.89M in Q2 2015.
1,414 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.