Valley Wealth Managers
HCA icon

Valley Wealth Managers’s HCA Healthcare HCA Stock Holding History

Valley Wealth Managers’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 		– Sell
-1,586
Closed -$618K – 347
2026
Q2 		$618K Buy
1,586
+49
+3% +$20.7K 0.04% 157
2026
Q1 		$727K Sell
1,537
-28
-2% -$14.1K 0.05% 144
2025
Q4 		$731K Sell
1,565
-31
-2% -$14.4K 0.05% 145
2025
Q3 		$680K Buy
1,596
+207
+15% +$80.2K 0.05% 147
2025
Q2 		$532K Sell
1,389
-84
-6% -$30.3K 0.04% 158
2025
Q1 		$509K Sell
1,473
-42
-3% -$13.5K 0.04% 159
2024
Q4 		$455K Buy
1,515
+132
+10% +$46.1K 0.03% 162
2024
Q3 		$562K Buy
1,383
+174
+14% +$63.7K 0.04% 151
2024
Q2 		$388K Buy
1,209
+40
+3% +$13K 0.03% 164
2024
Q1 		$390K Buy
1,169
+188
+19% +$57.4K 0.03% 164
2023
Q4 		$266K Buy
981
+39
+4% +$9.6K 0.02% 172
2023
Q3 		$232K Buy
942
+54
+6% +$14.8K 0.02% 179
2023
Q2 		$269K Hold
888
– – 0.02% 145
2023
Q1 		$234K Buy
+888
New +$226K 0.02% 154

Other funds holding HCA

Metropolis Capital
Metropolis Capital Amersham, United Kingdom $3.63B AUM 2.9% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Shayne & Jacobs LLC
Shayne & Jacobs LLC Nashville, Tennessee $335M AUM 11.96% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Valley Wealth Managers's HCA Position: Q3 2026 in Review

Valley Wealth Managers sold out of HCA Healthcare (HCA) in Q3 2026, closing a stake of 1,586 shares — an estimated $618K sold.

Valley Wealth Managers first reported a position in HCA in Q1 2023 and held it in 14 quarters. The position peaked at $731K in Q4 2025. 315 funds tracked by Wall St. Rank hold HCA as of Q3 2026.

  • Valley Wealth Managers reported no remaining HCA Healthcare position as of Q3 2026 after selling out during the quarter.
  • Valley Wealth Managers sold 1,586 HCA Healthcare shares in Q3 2026, an estimated $618K.
  • Valley Wealth Managers first reported a position in HCA Healthcare in Q1 2023 and held it in 14 quarters.
  • Valley Wealth Managers's HCA Healthcare position peaked at $731K in Q4 2025.
  • 315 funds tracked by Wall St. Rank held HCA Healthcare as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.