Whittier Trust’s HCA Healthcare HCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $753K | Buy |
1,806
+2
| +0.1% | +$846 | 0.01% | 429 |
|
|
2026
Q1 | $873K | Buy |
1,804
+430
| +31% | +$216K | 0.01% | 367 |
|
|
2025
Q4 | $664K | Buy |
1,374
+220
| +19% | +$102K | 0.01% | 405 |
|
|
2025
Q3 | $496K | Hold |
1,154
| – | – | 0.01% | 442 |
|
|
2025
Q2 | $442K | Hold |
1,154
| – | – | 0.01% | 508 |
|
|
2025
Q1 | $399K | Sell |
1,154
-41
| -3% | -$13.2K | 0.01% | 526 |
|
|
2024
Q4 | $359K | Buy |
1,195
+41
| +4% | +$14.3K | ﹤0.01% | 549 |
|
|
2024
Q3 | $469K | Hold |
1,154
| – | – | 0.01% | 517 |
|
|
2024
Q2 | $371K | Buy |
1,154
+11
| +1% | +$3.57K | 0.01% | 537 |
|
|
2024
Q1 | $381K | Hold |
1,143
| – | – | 0.01% | 533 |
|
|
2023
Q4 | $309K | Buy |
1,143
+689
| +152% | +$170K | 0.01% | 565 |
|
|
2023
Q3 | $112K | Buy |
454
+15
| +3% | +$4.11K | ﹤0.01% | 744 |
|
|
2023
Q2 | $133K | Hold |
439
| – | – | ﹤0.01% | 714 |
|
|
2023
Q1 | $116K | Hold |
439
| – | – | ﹤0.01% | 775 |
|
|
2022
Q4 | $105K | Hold |
439
| – | – | ﹤0.01% | 798 |
|
|
2022
Q3 | $81K | Sell |
439
-15
| -3% | -$2.99K | ﹤0.01% | 852 |
|
|
2022
Q2 | $76K | Buy |
454
+15
| +3% | +$3.22K | ﹤0.01% | 869 |
|
|
2022
Q1 | $110K | Buy |
439
+9
| +2% | +$2.26K | ﹤0.01% | 801 |
|
|
2021
Q4 | $110K | Hold |
430
| – | – | ﹤0.01% | 804 |
|
|
2021
Q3 | $104K | Hold |
430
| – | – | ﹤0.01% | 771 |
|
|
2021
Q2 | $89K | Hold |
430
| – | – | ﹤0.01% | 824 |
|
|
2021
Q1 | $81K | Sell |
430
-75
| -15% | -$13.2K | ﹤0.01% | 821 |
|
|
2020
Q4 | $83K | Buy |
505
+430
| +573% | +$62.9K | ﹤0.01% | 753 |
|
|
2020
Q3 | $9K | Hold |
75
| – | – | ﹤0.01% | 1149 |
|
|
2020
Q2 | $7K | Hold |
75
| – | – | ﹤0.01% | 1113 |
|
|
2020
Q1 | $7K | Buy |
+75
| New | +$9.71K | ﹤0.01% | 1157 |
|
|
2019
Q3 | – | Sell |
-6
| Closed | -$1K | – | 1559 |
|
|
2019
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 1282 |
|
|
2019
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 1278 |
|
|
2018
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 1278 |
|
|
2018
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 1220 |
|
|
2018
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 1214 |
|
|
2018
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 1257 |
|
|
2017
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 1228 |
|
|
2017
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 1324 |
|
|
2017
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 1198 |
|
|
2017
Q1 | $1K | Buy |
+6
| New | +$500 | ﹤0.01% | 1296 |
|
|
2016
Q1 | – | Sell |
-10
| Closed | -$1K | – | 1192 |
|
|
2015
Q4 | $1K | Buy |
+10
| New | +$698 | ﹤0.01% | 1155 |
|
Other funds holding HCA
Whittier Trust's HCA Position: Q2 2026 in Review
Whittier Trust increased its HCA Healthcare (HCA) stake by 0.11% in Q2 2026, buying an estimated $846 and bringing the position to 1,806 shares worth $753K. The position accounts for 0.01% of the portfolio, ranked #429.
Whittier Trust first reported a position in HCA in Q4 2015 and has held it in 37 quarters since. The position peaked at $873K in Q1 2026. 1,333 funds tracked by Wall St. Rank hold HCA as of Q2 2026.
- Whittier Trust held 1,806 shares of HCA Healthcare worth $753K as of Q2 2026.
- Whittier Trust bought 2 HCA Healthcare shares in Q2 2026, an estimated $846.
- HCA Healthcare made up 0.01% of Whittier Trust's portfolio in Q2 2026, its #429 holding.
- Whittier Trust first reported a position in HCA Healthcare in Q4 2015 and has held it in 37 quarters since.
- Whittier Trust's HCA Healthcare position peaked at $873K in Q1 2026.
- 1,333 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2026.
Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.