WIM
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Waverton Investment Management’s HCA Healthcare HCA Stock Holding History

Waverton Investment 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
2025
Q4 		– Sell
-143,647
Closed -$61.2M – 42
2025
Q3 		$61.2M Buy
143,647
+30,341
+27% +$11.8M 0.79% 27
2025
Q2 		$43.4M Buy
113,306
+166
+0.1% +$59.8K 0.6% 32
2025
Q1 		$39.2M Hold
113,140
– – 0.61% 37
2024
Q4 		$34M Sell
113,140
-46,242
-29% -$16.2M 0.54% 37
2024
Q3 		$64.8M Buy
159,382
+17,968
+13% +$6.58M 1.06% 27
2024
Q2 		$45.4M Buy
141,414
+13,448
+11% +$4.37M 0.86% 28
2024
Q1 		$42.7M Buy
127,966
+11,634
+10% +$3.56M 0.89% 28
2023
Q4 		$31.5M Hold
116,332
– – 0.76% 29
2023
Q3 		$28.6M Sell
116,332
-290
-0.2% -$79.4K 0.83% 30
2023
Q2 		$35.4M Buy
116,622
+49,142
+73% +$13.7M 1.01% 27
2023
Q1 		$17.8M Sell
67,480
-240
-0.4% -$61K 0.55% 37
2022
Q4 		$16.3M Buy
67,720
+17,858
+36% +$4M 0.6% 35
2022
Q3 		$9.16M Sell
49,862
-1,663
-3% -$331K 0.37% 40
2022
Q2 		$8.66M Buy
51,525
+10,284
+25% +$2.21M 0.34% 44
2022
Q1 		$10.3M Buy
41,241
+8,241
+25% +$2.07M 0.35% 42
2021
Q4 		$8.48M Buy
+33,000
New +$8.08M 0.27% 47

Other funds holding HCA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Waverton Investment Management's HCA Position: Q4 2025 in Review

Waverton Investment Management sold out of HCA Healthcare (HCA) in Q4 2025, closing a stake of 143,647 shares — an estimated $61.2M sold.

Waverton Investment Management first reported a position in HCA in Q4 2021 and held it in 16 quarters. The position peaked at $64.8M in Q3 2024. 1,396 funds tracked by Wall St. Rank hold HCA as of Q4 2025.

  • Waverton Investment Management reported no remaining HCA Healthcare position as of Q4 2025 after selling out during the quarter.
  • Waverton Investment Management sold 143,647 HCA Healthcare shares in Q4 2025, an estimated $61.2M.
  • Waverton Investment Management first reported a position in HCA Healthcare in Q4 2021 and held it in 16 quarters.
  • Waverton Investment Management's HCA Healthcare position peaked at $64.8M in Q3 2024.
  • 1,396 funds tracked by Wall St. Rank held HCA Healthcare as of Q4 2025.

Based on Waverton Investment Management's 13F filing for Q4 2025.