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Transform Wealth’s HCA Healthcare HCA Stock Holding History

Transform Wealth’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
2025
Q1 		$8.95M Buy
25,904
+626
+2% +$201K 0.54% 59
2024
Q4 		$7.59M Buy
25,278
+2,847
+13% +$995K 0.42% 62
2024
Q3 		$9.12M Buy
22,431
+236
+1% +$86.4K 0.6% 49
2024
Q2 		$7.13M Buy
22,195
+935
+4% +$304K 0.54% 51
2024
Q1 		$7.09M Buy
21,260
+766
+4% +$234K 0.67% 53
2023
Q4 		$5.55M Buy
20,494
+185
+0.9% +$45.7K 0.54% 62
2023
Q3 		$5M Buy
20,309
+618
+3% +$169K 0.53% 66
2023
Q2 		$5.98M Buy
19,691
+1,444
+8% +$401K 0.54% 65
2023
Q1 		$4.81M Sell
18,247
-167
-0.9% -$42.4K 0.45% 75
2022
Q4 		$4.42M Sell
18,414
-201
-1% -$45K 0.5% 66
2022
Q3 		$3.42M Buy
18,615
+186
+1% +$37.1K 0.44% 65
2022
Q2 		$3.1M Buy
18,429
+479
+3% +$103K 0.46% 64
2022
Q1 		$4.5M Buy
17,950
+1,095
+6% +$275K 0.5% 65
2021
Q4 		$4.33M Buy
16,855
+678
+4% +$166K 0.45% 67
2021
Q3 		$3.93M Buy
16,177
+124
+0.8% +$30.3K 0.45% 68
2021
Q2 		$3.32M Buy
16,053
+8,456
+111% +$1.72M 0.41% 76
2021
Q1 		$1.43M Sell
7,597
-641
-8% -$113K 0.29% 82
2020
Q4 		$1.35M Sell
8,238
-9,383
-53% -$1.37M 0.28% 85
2020
Q3 		$2.2M Sell
17,621
-1,871
-10% -$232K 0.35% 77
2020
Q2 		$1.89M Sell
19,492
-11,021
-36% -$1.15M 0.32% 77
2020
Q1 		$2.74M Buy
30,513
+155
+0.5% +$20.1K 0.58% 64
2019
Q4 		$4.49M Buy
30,358
+9,847
+48% +$1.32M 0.71% 57
2019
Q3 		$2.47M Buy
20,511
+4,412
+27% +$570K 0.44% 79
2019
Q2 		$2.18M Sell
16,099
-476
-3% -$60.2K 0.32% 94
2019
Q1 		$2.16M Sell
16,575
-4,812
-22% -$646K 0.4% 88
2018
Q4 		$2.66M Buy
+21,387
New +$2.87M 0.55% 66

Other funds holding HCA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Transform Wealth's HCA Position: Q1 2025 in Review

Transform Wealth increased its HCA Healthcare (HCA) stake by 2.5% in Q1 2025, buying an estimated $201K and bringing the position to 25,904 shares worth $8.95M. The position accounts for 0.54% of the portfolio, ranked #59.

Transform Wealth first reported a position in HCA in Q4 2018 and has held it in 26 quarters since. The position peaked at $9.12M in Q3 2024. 1,224 funds tracked by Wall St. Rank hold HCA as of Q1 2025.

  • Transform Wealth held 25,904 shares of HCA Healthcare worth $8.95M as of Q1 2025.
  • Transform Wealth bought 626 HCA Healthcare shares in Q1 2025, an estimated $201K.
  • HCA Healthcare made up 0.54% of Transform Wealth's portfolio in Q1 2025, its #59 holding.
  • Transform Wealth first reported a position in HCA Healthcare in Q4 2018 and has held it in 26 quarters since.
  • Transform Wealth's HCA Healthcare position peaked at $9.12M in Q3 2024.
  • 1,224 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.