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Summit Trail Advisors’s HCA Healthcare HCA Stock Holding History

Summit Trail Advisors’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 		$4.08M Buy
8,612
+1,648
+24% +$830K 0.06% 208
2025
Q4 		$3.25M Sell
6,964
-2,082
-23% -$967K 0.06% 213
2025
Q3 		$3.86M Buy
9,046
+987
+12% +$383K 0.05% 186
2025
Q2 		$3.09M Buy
8,059
+2,922
+57% +$1.05M 0.05% 178
2025
Q1 		$1.78M Buy
5,137
+1,173
+30% +$377K 0.06% 107
2024
Q4 		$1.19M Buy
3,964
+352
+10% +$123K 0.04% 124
2024
Q3 		$1.47M Buy
3,612
+433
+14% +$159K 0.04% 205
2024
Q2 		$1.02M Buy
3,179
+236
+8% +$76.7K 0.03% 240
2024
Q1 		$981K Buy
2,943
+409
+16% +$125K 0.03% 218
2023
Q4 		$686K Sell
2,534
-361
-12% -$89.2K 0.02% 229
2023
Q3 		$712K Sell
2,895
-10
-0.3% -$2.74K 0.03% 214
2023
Q2 		$882K Buy
2,905
+149
+5% +$41.4K 0.03% 187
2023
Q1 		$727K Buy
2,756
+487
+21% +$124K 0.03% 168
2022
Q4 		$544K Buy
2,269
+1,107
+95% +$248K 0.02% 175
2022
Q3 		$214K Sell
1,162
-165
-12% -$32.9K 0.01% 325
2022
Q2 		$223K Buy
+1,327
New +$285K 0.01% 330
2018
Q4 		– Sell
-753
Closed -$105K – 167
2018
Q3 		$105K Buy
+753
New +$93.7K 0.02% 268
2018
Q1 		– Sell
-1,124
Closed -$102K – 943
2017
Q4 		$102K Buy
+1,124
New +$90.3K 0.01% 618

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 Trail Advisors's HCA Position: Q1 2026 in Review

Summit Trail Advisors increased its HCA Healthcare (HCA) stake by 24% in Q1 2026, buying an estimated $830K and bringing the position to 8,612 shares worth $4.08M. The position accounts for 0.06% of the portfolio, ranked #208.

Summit Trail Advisors first reported a position in HCA in Q4 2017 and has held it in 18 quarters since. 1,414 funds tracked by Wall St. Rank hold HCA as of Q1 2026.

  • Summit Trail Advisors held 8,612 shares of HCA Healthcare worth $4.08M as of Q1 2026.
  • Summit Trail Advisors bought 1,648 HCA Healthcare shares in Q1 2026, an estimated $830K.
  • HCA Healthcare made up 0.06% of Summit Trail Advisors's portfolio in Q1 2026, its #208 holding.
  • Summit Trail Advisors first reported a position in HCA Healthcare in Q4 2017 and has held it in 18 quarters since.
  • 1,414 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.