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Strategic Planning Group’s HCA Healthcare HCA Stock Holding History

Strategic Planning 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 		$303K Buy
+777
New +$328K 0.03% 66
2026
Q1 		– Sell
-21,988
Closed -$10.3M – 79
2025
Q4 		$10.3M Buy
21,988
+823
+4% +$382K 1.32% 23
2025
Q3 		$9.02M Buy
21,165
+6,848
+48% +$2.65M 1.22% 26
2025
Q2 		$5.49M Buy
+14,317
New +$5.16M 0.89% 42

Other funds holding HCA

LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SJL
Shayne & Jacobs LLC Nashville, Tennessee $337M AUM 19.04% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Strategic Planning Group's HCA Position: Q2 2026 in Review

Strategic Planning Group opened a new position in HCA Healthcare (HCA) in Q2 2026: 777 shares worth $303K. The stake represents 0.03% of the portfolio and ranks #66 among its holdings. This is a return to the name: Strategic Planning Group previously reported a position in HCA as recently as Q4 2025.

Strategic Planning Group first reported a position in HCA in Q2 2025 and has held it in 4 quarters since. The position peaked at $10.3M in Q4 2025. 243 funds tracked by Wall St. Rank hold HCA as of Q2 2026.

  • Strategic Planning Group held 777 shares of HCA Healthcare worth $303K as of Q2 2026.
  • HCA Healthcare was a new Strategic Planning Group position in Q2 2026.
  • HCA Healthcare made up 0.03% of Strategic Planning Group's portfolio in Q2 2026, its #66 holding.
  • Strategic Planning Group first reported a position in HCA Healthcare in Q2 2025 and has held it in 4 quarters since.
  • Strategic Planning Group's HCA Healthcare position peaked at $10.3M in Q4 2025.
  • 243 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2026.

Based on Strategic Planning Group's 13F filing for Q2 2026, filed 16 Jul 2026.