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Synergy Investment Management’s HCA Healthcare HCA Stock Holding History

Synergy Investment Management’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 		$42.5K Buy
108
+22
+26% +$9.3K 0.01% 404
2026
Q1 		$40.7K Buy
+86
New +$43.3K 0.01% 308

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

Synergy Investment Management's HCA Position: Q2 2026 in Review

Synergy Investment Management increased its HCA Healthcare (HCA) stake by 26% in Q2 2026, buying an estimated $9.3K and bringing the position to 108 shares worth $42.5K. The position accounts for 0.01% of the portfolio, ranked #404.

Synergy Investment Management first reported a position in HCA in Q1 2026 and has held it in 2 quarters since. 1,333 funds tracked by Wall St. Rank hold HCA as of Q2 2026.

  • Synergy Investment Management held 108 shares of HCA Healthcare worth $42.5K as of Q2 2026.
  • Synergy Investment Management bought 22 HCA Healthcare shares in Q2 2026, an estimated $9.3K.
  • HCA Healthcare made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #404 holding.
  • Synergy Investment Management first reported a position in HCA Healthcare in Q1 2026 and has held it in 2 quarters since.
  • 1,333 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.