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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
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

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 $59.9B AUM 27.01% 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

Valeo Financial Advisors's HCA Position: Q2 2026 in Review

Valeo Financial Advisors reduced its HCA Healthcare (HCA) stake by 0.83% in Q2 2026, selling an estimated $2.11K and leaving 595 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #713.

Valeo Financial Advisors first reported a position in HCA in Q1 2019 and has held it in 22 quarters since. The position peaked at $516K in Q4 2025. 1,333 funds tracked by Wall St. Rank hold HCA as of Q2 2026.

  • Valeo Financial Advisors held 595 shares of HCA Healthcare worth $232K as of Q2 2026.
  • Valeo Financial Advisors sold 5 HCA Healthcare shares in Q2 2026, an estimated $2.11K.
  • HCA Healthcare made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #713 holding.
  • Valeo Financial Advisors first reported a position in HCA Healthcare in Q1 2019 and has held it in 22 quarters since.
  • Valeo Financial Advisors's HCA Healthcare position peaked at $516K in Q4 2025.
  • 1,333 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.