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 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%	+$57.5K	0.03%	164
2023 Q4	$266K	Buy	981 +39	+4%	+$9.64K	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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Valley Wealth Managers's HCA Position: Q1 2026 in Review

Valley Wealth Managers reduced its HCA Healthcare (HCA) stake by 1.8% in Q1 2026, selling an estimated $14.1K and leaving 1,537 shares worth $727K. The position accounts for 0.05% of the portfolio, ranked #144.

Valley Wealth Managers first reported a position in HCA in Q1 2023 and has held it in 13 quarters since. The position peaked at $731K in Q4 2025. 1,414 funds tracked by Wall St. Rank hold HCA as of Q1 2026.

Valley Wealth Managers held 1,537 shares of HCA Healthcare worth $727K as of Q1 2026.
Valley Wealth Managers sold 28 HCA Healthcare shares in Q1 2026, an estimated $14.1K.
HCA Healthcare made up 0.05% of Valley Wealth Managers's portfolio in Q1 2026, its #144 holding.
Valley Wealth Managers first reported a position in HCA Healthcare in Q1 2023 and has held it in 13 quarters since.
Valley Wealth Managers's HCA Healthcare position peaked at $731K in Q4 2025.
1,414 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.