Waverly Advisors’s HCA Healthcare HCA Stock Holding History

Waverly 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 Q1	$605K	Sell	1,278 -110	-8%	-$55.4K	﹤0.01%	995
2025 Q4	$648K	Buy	1,388 +516	+59%	+$240K	0.01%	903
2025 Q3	$372K	Sell	872 -437	-33%	-$169K	﹤0.01%	958
2025 Q2	$501K	Sell	1,309 -223	-15%	-$80.4K	0.01%	793
2025 Q1	$529K	Buy	1,532 +71	+5%	+$22.8K	0.01%	756
2024 Q4	$439K	Buy	+1,461	New	+$511K	0.01%	714
2015 Q4	–	Sell	-376	Closed	-$29K	–	242
2015 Q3	$29K	Buy	+376	New	+$33.3K	0.02%	205

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

Waverly Advisors's HCA Position: Q1 2026 in Review

Waverly Advisors reduced its HCA Healthcare (HCA) stake by 7.9% in Q1 2026, selling an estimated $55.4K and leaving 1,278 shares worth $605K. The position accounts for ﹤0.01% of the portfolio, ranked #995.

Waverly Advisors first reported a position in HCA in Q3 2015 and has held it in 7 quarters since. The position peaked at $648K in Q4 2025. 1,414 funds tracked by Wall St. Rank hold HCA as of Q1 2026.

Waverly Advisors held 1,278 shares of HCA Healthcare worth $605K as of Q1 2026.
Waverly Advisors sold 110 HCA Healthcare shares in Q1 2026, an estimated $55.4K.
HCA Healthcare made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #995 holding.
Waverly Advisors first reported a position in HCA Healthcare in Q3 2015 and has held it in 7 quarters since.
Waverly Advisors's HCA Healthcare position peaked at $648K in Q4 2025.
1,414 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.