WWM
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Western Wealth Management’s HCA Healthcare HCA Stock Holding History

Western 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
Q1 		$1.66M Sell
3,505
-88
-2% -$44.3K 0.06% 314
2025
Q4 		$1.68M Sell
3,593
-37
-1% -$17.2K 0.08% 248
2025
Q3 		$1.55M Sell
3,630
-3
-0.1% -$1.16K 0.08% 225
2025
Q2 		$1.39M Buy
3,633
+179
+5% +$64.5K 0.08% 215
2025
Q1 		$1.19M Sell
3,454
-116
-3% -$37.3K 0.08% 225
2024
Q4 		$1.07M Sell
3,570
-119
-3% -$41.6K 0.07% 236
2024
Q3 		$1.5M Sell
3,689
-131
-3% -$48K 0.09% 242
2024
Q2 		$1.23M Sell
3,820
-26
-0.7% -$8.45K 0.09% 194
2024
Q1 		$1.28M Buy
3,846
+332
+9% +$101K 0.1% 186
2023
Q4 		$951K Buy
3,514
+120
+4% +$29.7K 0.07% 286
2023
Q3 		$835K Buy
3,394
+83
+3% +$22.7K 0.07% 285
2023
Q2 		$1M Buy
3,311
+28
+0.9% +$7.78K 0.09% 243
2023
Q1 		$866K Sell
3,283
-1
-0% -$254 0.08% 259
2022
Q4 		$788K Sell
3,284
-2,573
-44% -$576K 0.08% 270
2022
Q3 		$1.07M Buy
5,857
+104
+2% +$20.7K 0.06% 292
2022
Q2 		$973K Buy
5,753
+43
+0.8% +$9.24K 0.06% 309
2022
Q1 		$1.43M Buy
5,710
+2,803
+96% +$704K 0.07% 263
2021
Q4 		$753K Buy
+2,907
New +$711K 0.07% 249
2021
Q2 		$517K Buy
2,489
+87
+4% +$17.7K 0.05% 349
2021
Q1 		$452K Sell
2,402
-74
-3% -$13K 0.06% 303
2020
Q4 		$407K Sell
2,476
-114
-4% -$16.7K 0.06% 293
2020
Q3 		$323K Buy
2,590
+143
+6% +$17.7K 0.05% 322
2020
Q2 		$238K Sell
2,447
-319
-12% -$33.2K 0.04% 359
2020
Q1 		$250K Buy
2,766
+403
+17% +$52.2K 0.06% 298
2019
Q4 		$349K Sell
2,363
-200
-8% -$26.9K 0.05% 285
2019
Q3 		$306K Hold
2,563
– – 0.06% 287
2019
Q2 		$346K Sell
2,563
-171
-6% -$21.6K 0.05% 281
2019
Q1 		$359K Sell
2,734
-38
-1% -$5.1K 0.08% 252
2018
Q4 		$338K Buy
+2,772
New +$372K 0.09% 231

Other funds holding HCA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Western Wealth Management's HCA Position: Q1 2026 in Review

Western Wealth Management reduced its HCA Healthcare (HCA) stake by 2.4% in Q1 2026, selling an estimated $44.3K and leaving 3,505 shares worth $1.66M. The position accounts for 0.06% of the portfolio, ranked #314.

Western Wealth Management first reported a position in HCA in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.68M in Q4 2025. 1,414 funds tracked by Wall St. Rank hold HCA as of Q1 2026.

  • Western Wealth Management held 3,505 shares of HCA Healthcare worth $1.66M as of Q1 2026.
  • Western Wealth Management sold 88 HCA Healthcare shares in Q1 2026, an estimated $44.3K.
  • HCA Healthcare made up 0.06% of Western Wealth Management's portfolio in Q1 2026, its #314 holding.
  • Western Wealth Management first reported a position in HCA Healthcare in Q4 2018 and has held it in 29 quarters since.
  • Western Wealth Management's HCA Healthcare position peaked at $1.68M in Q4 2025.
  • 1,414 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.