VFA
HCA icon

Valeo Financial Advisors’s HCA Healthcare HCA Stock Holding History

Valeo Financial 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
Q3 		$331K Buy
775
+180
+30% +$73.8K 0.01% 600
2026
Q2 		$232K Sell
595
-5
-0.8% -$2.11K ﹤0.01% 713
2026
Q1 		$284K Sell
600
-505
-46% -$254K 0.01% 571
2025
Q4 		$516K Sell
1,105
-9
-0.8% -$4.18K 0.01% 457
2025
Q3 		$475K Sell
1,114
-95
-8% -$36.8K 0.01% 473
2025
Q2 		$463K Buy
1,209
+196
+19% +$70.6K 0.01% 470
2025
Q1 		$350K Buy
1,013
+76
+8% +$24.4K 0.01% 494
2024
Q4 		$281K Sell
937
-123
-12% -$43K 0.01% 565
2024
Q3 		$431K Buy
1,060
+109
+11% +$39.9K 0.01% 444
2024
Q2 		$305K Buy
951
+28
+3% +$9.1K 0.01% 514
2024
Q1 		$294K Buy
923
+64
+7% +$19.6K 0.01% 509
2023
Q4 		$232K Sell
859
-408
-32% -$101K 0.01% 562
2023
Q3 		$312K Buy
1,267
+69
+6% +$18.9K 0.01% 453
2023
Q2 		$364K Buy
1,198
+92
+8% +$25.6K 0.02% 384
2023
Q1 		$292K Buy
+1,106
New +$281K 0.01% 452
2021
Q2 		– Sell
-10
Closed -$2K – 1063
2021
Q1 		$2K Sell
10
-42
-81% -$7.41K ﹤0.01% 1795
2020
Q4 		$9K Buy
+52
New +$7.6K ﹤0.01% 1219
2020
Q3 		– Sell
-128
Closed -$12K – 1810
2020
Q2 		$12K Sell
128
-220
-63% -$22.9K ﹤0.01% 1226
2020
Q1 		$38K Sell
348
-30
-8% -$3.88K ﹤0.01% 689
2019
Q4 		$56K Sell
378
-13
-3% -$1.75K 0.01% 606
2019
Q3 		$47K Sell
391
-45
-10% -$5.82K 0.01% 624
2019
Q2 		$59K Sell
436
-74
-15% -$9.36K 0.01% 555
2019
Q1 		$66K Buy
+510
New +$68.5K 0.01% 505

Other funds holding HCA

ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
DWML
Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
TFP
Tilia Fiduciary Partners Wilmington, North Carolina $217M AUM 27.78% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Valeo Financial Advisors's HCA Position: Q3 2026 in Review

Valeo Financial Advisors increased its HCA Healthcare (HCA) stake by 30% in Q3 2026, buying an estimated $73.8K and bringing the position to 775 shares worth $331K. The position accounts for 0.01% of the portfolio, ranked #600.

Valeo Financial Advisors first reported a position in HCA in Q1 2019 and has held it in 23 quarters since. The position peaked at $516K in Q4 2025. 55 funds tracked by Wall St. Rank hold HCA as of Q3 2026.

  • Valeo Financial Advisors held 775 shares of HCA Healthcare worth $331K as of Q3 2026.
  • Valeo Financial Advisors bought 180 HCA Healthcare shares in Q3 2026, an estimated $73.8K.
  • HCA Healthcare made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #600 holding.
  • Valeo Financial Advisors first reported a position in HCA Healthcare in Q1 2019 and has held it in 23 quarters since.
  • Valeo Financial Advisors's HCA Healthcare position peaked at $516K in Q4 2025.
  • 55 funds tracked by Wall St. Rank held HCA Healthcare as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.