SFO
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Stokes Family Office’s HCA Healthcare HCA Stock Holding History

Stokes Family Office’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 		$962K Sell
2,032
-105
-5% -$52.9K 0.1% 132
2025
Q4 		$998K Buy
2,137
+84
+4% +$39K 0.09% 132
2025
Q3 		$875K Buy
2,053
+5
+0.2% +$1.94K 0.08% 134
2025
Q2 		$785K Sell
2,048
-1
-0% -$360 0.08% 129
2025
Q1 		$708K Buy
2,049
+6
+0.3% +$1.93K 0.08% 134
2024
Q4 		$613K Sell
2,043
-6
-0.3% -$2.1K 0.07% 141
2024
Q3 		$833K Hold
2,049
– – 0.09% 125
2024
Q2 		$658K Buy
2,049
+49
+2% +$15.9K 0.08% 137
2024
Q1 		$667K Hold
2,000
– – 0.08% 131
2023
Q4 		$541K Sell
2,000
-394
-16% -$97.4K 0.07% 137
2023
Q3 		$589K Sell
2,394
-48
-2% -$13.1K 0.07% 171
2023
Q2 		$741K Buy
2,442
+28
+1% +$7.78K 0.09% 146
2023
Q1 		$637K Buy
2,414
+41
+2% +$10.4K 0.08% 149
2022
Q4 		$569K Buy
2,373
+8
+0.3% +$1.79K 0.07% 149
2022
Q3 		$435K Buy
2,365
+43
+2% +$8.57K 0.06% 168
2022
Q2 		$390K Sell
2,322
-303
-12% -$65.1K 0.05% 182
2022
Q1 		$658K Sell
2,625
-37
-1% -$9.29K 0.09% 141
2021
Q4 		$684K Buy
2,662
+19
+0.7% +$4.65K 0.09% 131
2021
Q3 		$642K Buy
+2,643
New +$646K 0.09% 128

Other funds holding HCA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
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
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Stokes Family Office's HCA Position: Q1 2026 in Review

Stokes Family Office reduced its HCA Healthcare (HCA) stake by 4.9% in Q1 2026, selling an estimated $52.9K and leaving 2,032 shares worth $962K. The position accounts for 0.1% of the portfolio, ranked #132.

Stokes Family Office first reported a position in HCA in Q3 2021 and has held it in 19 quarters since. The position peaked at $998K in Q4 2025. 1,415 funds tracked by Wall St. Rank hold HCA as of Q1 2026.

  • Stokes Family Office held 2,032 shares of HCA Healthcare worth $962K as of Q1 2026.
  • Stokes Family Office sold 105 HCA Healthcare shares in Q1 2026, an estimated $52.9K.
  • HCA Healthcare made up 0.1% of Stokes Family Office's portfolio in Q1 2026, its #132 holding.
  • Stokes Family Office first reported a position in HCA Healthcare in Q3 2021 and has held it in 19 quarters since.
  • Stokes Family Office's HCA Healthcare position peaked at $998K in Q4 2025.
  • 1,415 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.