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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
Q2 		$466K Sell
1,196
-82
-6% -$34.7K ﹤0.01% 1210
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
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 $3.38T AUM 44.17% 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

Waverly Advisors's HCA Position: Q2 2026 in Review

Waverly Advisors reduced its HCA Healthcare (HCA) stake by 6.4% in Q2 2026, selling an estimated $34.7K and leaving 1,196 shares worth $466K. The position accounts for ﹤0.01% of the portfolio, ranked #1210.

Waverly Advisors first reported a position in HCA in Q3 2015 and has held it in 8 quarters since. The position peaked at $648K in Q4 2025. 1,342 funds tracked by Wall St. Rank hold HCA as of Q2 2026.

  • Waverly Advisors held 1,196 shares of HCA Healthcare worth $466K as of Q2 2026.
  • Waverly Advisors sold 82 HCA Healthcare shares in Q2 2026, an estimated $34.7K.
  • HCA Healthcare made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1210 holding.
  • Waverly Advisors first reported a position in HCA Healthcare in Q3 2015 and has held it in 8 quarters since.
  • Waverly Advisors's HCA Healthcare position peaked at $648K in Q4 2025.
  • 1,342 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.