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Summit Financial’s HCA Healthcare HCA Stock Holding History

Summit Financial’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 		$920K Buy
1,944
+446
+30% +$225K 0.01% 802
2025
Q4 		$699K Buy
1,498
+104
+7% +$48.3K 0.01% 782
2025
Q3 		$594K Sell
1,394
-46
-3% -$17.8K 0.01% 836
2025
Q2 		$552K Buy
1,440
+105
+8% +$37.8K 0.01% 554
2025
Q1 		$461K Hold
1,335
– – 0.01% 531
2024
Q4 		$401K Sell
1,335
-50
-4% -$17.5K 0.01% 483
2024
Q3 		$563K Buy
1,385
+131
+10% +$48K 0.02% 357
2024
Q2 		$403K Buy
+1,254
New +$407K 0.02% 363

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

Summit Financial's HCA Position: Q1 2026 in Review

Summit Financial increased its HCA Healthcare (HCA) stake by 30% in Q1 2026, buying an estimated $225K and bringing the position to 1,944 shares worth $920K. The position accounts for 0.01% of the portfolio, ranked #802.

Summit Financial first reported a position in HCA in Q2 2024 and has held it in 8 quarters since. 1,415 funds tracked by Wall St. Rank hold HCA as of Q1 2026.

  • Summit Financial held 1,944 shares of HCA Healthcare worth $920K as of Q1 2026.
  • Summit Financial bought 446 HCA Healthcare shares in Q1 2026, an estimated $225K.
  • HCA Healthcare made up 0.01% of Summit Financial's portfolio in Q1 2026, its #802 holding.
  • Summit Financial first reported a position in HCA Healthcare in Q2 2024 and has held it in 8 quarters since.
  • 1,415 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.