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Summit Wealth Group (Colorado)’s HCA Healthcare HCA Stock Holding History

Summit Wealth Group (Colorado)’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 		$1.67M Sell
4,281
-142
-3% -$60K 0.14% 92
2026
Q1 		$2.09M Buy
4,423
+358
+9% +$180K 0.22% 58
2025
Q4 		$1.9M Buy
+4,065
New +$1.89M 0.25% 59
2025
Q3 		– Sell
-4,145
Closed -$1.59M – 346
2025
Q2 		$1.59M Buy
+4,145
New +$1.49M 0.4% 63

Other funds holding HCA

MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Summit Wealth Group (Colorado)'s HCA Position: Q2 2026 in Review

Summit Wealth Group (Colorado) reduced its HCA Healthcare (HCA) stake by 3.2% in Q2 2026, selling an estimated $60K and leaving 4,281 shares worth $1.67M. The position accounts for 0.14% of the portfolio, ranked #92.

Summit Wealth Group (Colorado) first reported a position in HCA in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.09M in Q1 2026. 417 funds tracked by Wall St. Rank hold HCA as of Q2 2026.

  • Summit Wealth Group (Colorado) held 4,281 shares of HCA Healthcare worth $1.67M as of Q2 2026.
  • Summit Wealth Group (Colorado) sold 142 HCA Healthcare shares in Q2 2026, an estimated $60K.
  • HCA Healthcare made up 0.14% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #92 holding.
  • Summit Wealth Group (Colorado) first reported a position in HCA Healthcare in Q2 2025 and has held it in 4 quarters since.
  • Summit Wealth Group (Colorado)'s HCA Healthcare position peaked at $2.09M in Q1 2026.
  • 417 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.