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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
Q2 		$800K Buy
2,052
+108
+6% +$45.7K 0.01% 917
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 $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 $60.8B AUM 26.63% 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

Summit Financial's HCA Position: Q2 2026 in Review

Summit Financial increased its HCA Healthcare (HCA) stake by 5.6% in Q2 2026, buying an estimated $45.7K and bringing the position to 2,052 shares worth $800K. The position accounts for 0.01% of the portfolio, ranked #917.

Summit Financial first reported a position in HCA in Q2 2024 and has held it in 9 quarters since. The position peaked at $920K in Q1 2026. 1,340 funds tracked by Wall St. Rank hold HCA as of Q2 2026.

  • Summit Financial held 2,052 shares of HCA Healthcare worth $800K as of Q2 2026.
  • Summit Financial bought 108 HCA Healthcare shares in Q2 2026, an estimated $45.7K.
  • HCA Healthcare made up 0.01% of Summit Financial's portfolio in Q2 2026, its #917 holding.
  • Summit Financial first reported a position in HCA Healthcare in Q2 2024 and has held it in 9 quarters since.
  • Summit Financial's HCA Healthcare position peaked at $920K in Q1 2026.
  • 1,340 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.