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Venturi Wealth Management’s HCA Healthcare HCA Stock Holding History

Venturi Wealth Management’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 		$1.74M Sell
4,471
-401
-8% -$170K 0.07% 145
2026
Q1 		$2.31M Sell
4,872
-332
-6% -$167K 0.1% 112
2025
Q4 		$2.43M Buy
5,204
+510
+11% +$237K 0.11% 105
2025
Q3 		$2M Sell
4,694
-769
-14% -$298K 0.09% 115
2025
Q2 		$2.09M Sell
5,463
-70
-1% -$25.2K 0.1% 116
2025
Q1 		$1.91M Buy
5,533
+290
+6% +$93.3K 0.1% 122
2024
Q4 		$1.57M Sell
5,243
-92
-2% -$32.2K 0.08% 152
2024
Q3 		$2.17M Buy
5,335
+629
+13% +$230K 0.11% 110
2024
Q2 		$1.51M Buy
4,706
+416
+10% +$135K 0.09% 133
2024
Q1 		$1.43M Sell
4,290
-24
-0.6% -$7.33K 0.09% 134
2023
Q4 		$1.17M Sell
4,314
-107
-2% -$26.4K 0.08% 145
2023
Q3 		$1.09M Sell
4,421
-107
-2% -$29.3K 0.09% 142
2023
Q2 		$1.37M Sell
4,528
-14
-0.3% -$3.89K 0.11% 107
2023
Q1 		$1.2M Sell
4,542
-233
-5% -$59.2K 0.1% 130
2022
Q4 		$1.15M Buy
+4,775
New +$1.07M 0.1% 144
2017
Q2 		– Sell
-71,692
Closed -$6.11M – 194
2017
Q1 		$6.11M Buy
+71,692
New +$5.98M 1.41% 25

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 $60.8B AUM 26.63% 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

Venturi Wealth Management's HCA Position: Q2 2026 in Review

Venturi Wealth Management reduced its HCA Healthcare (HCA) stake by 8.2% in Q2 2026, selling an estimated $170K and leaving 4,471 shares worth $1.74M. The position accounts for 0.07% of the portfolio, ranked #145.

Venturi Wealth Management first reported a position in HCA in Q1 2017 and has held it in 16 quarters since. The position peaked at $6.11M in Q1 2017. 1,333 funds tracked by Wall St. Rank hold HCA as of Q2 2026.

  • Venturi Wealth Management held 4,471 shares of HCA Healthcare worth $1.74M as of Q2 2026.
  • Venturi Wealth Management sold 401 HCA Healthcare shares in Q2 2026, an estimated $170K.
  • HCA Healthcare made up 0.07% of Venturi Wealth Management's portfolio in Q2 2026, its #145 holding.
  • Venturi Wealth Management first reported a position in HCA Healthcare in Q1 2017 and has held it in 16 quarters since.
  • Venturi Wealth Management's HCA Healthcare position peaked at $6.11M in Q1 2017.
  • 1,333 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.