Waldron Private Wealth’s HCA Healthcare HCA Stock Holding History

Waldron Private Wealth’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
2025 Q1	–	Sell	-1,522	Closed	-$457K	–	350
2024 Q4	$457K	Sell	1,522 -159	-9%	-$55.6K	0.02%	262
2024 Q3	$683K	Buy	1,681 +29	+2%	+$10.6K	0.03%	211
2024 Q2	$531K	Sell	1,652 -216	-12%	-$70.2K	0.02%	226
2024 Q1	$624K	Buy	1,868 +2	+0.1%	+$611	0.03%	208
2023 Q4	$505K	Sell	1,866 -174	-9%	-$43K	0.02%	232
2023 Q3	$502K	Buy	2,040 +781	+62%	+$214K	0.03%	229
2023 Q2	$382K	Sell	1,259 -29	-2%	-$8.06K	0.02%	261
2023 Q1	$340K	Buy	+1,288	New	+$327K	0.02%	308
2022 Q2	–	Sell	-979	Closed	-$245K	–	394
2022 Q1	$245K	Buy	979 +90	+10%	+$22.6K	0.01%	354
2021 Q4	$228K	Hold	889	–	–	0.01%	348
2021 Q3	$215K	Buy	+889	New	+$217K	0.01%	335

Other funds holding HCA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Waldron Private Wealth's HCA Position: Q1 2025 in Review

Waldron Private Wealth sold out of HCA Healthcare (HCA) in Q1 2025, closing a stake of 1,522 shares — an estimated $457K sold.

Waldron Private Wealth first reported a position in HCA in Q3 2021 and held it in 11 quarters. The position peaked at $683K in Q3 2024. 1,224 funds tracked by Wall St. Rank hold HCA as of Q1 2025.

Waldron Private Wealth reported no remaining HCA Healthcare position as of Q1 2025 after selling out during the quarter.
Waldron Private Wealth sold 1,522 HCA Healthcare shares in Q1 2025, an estimated $457K.
Waldron Private Wealth first reported a position in HCA Healthcare in Q3 2021 and held it in 11 quarters.
Waldron Private Wealth's HCA Healthcare position peaked at $683K in Q3 2024.
1,224 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2025.

Based on Waldron Private Wealth's 13F filing for Q1 2025, filed 8 May 2025.