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Wilkerson Advisory Group’s HCA Healthcare HCA Stock Holding History

Wilkerson Advisory Group’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 		$107K Buy
274
+1
+0.4% +$423 0.03% 156
2026
Q1 		$129K Buy
273
+130
+91% +$65.4K 0.04% 125
2025
Q4 		$66.8K Buy
+143
New +$66.4K 0.02% 142

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 $3.37T AUM 44.26% 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

Wilkerson Advisory Group's HCA Position: Q2 2026 in Review

Wilkerson Advisory Group increased its HCA Healthcare (HCA) stake by 0.37% in Q2 2026, buying an estimated $423 and bringing the position to 274 shares worth $107K. The position accounts for 0.03% of the portfolio, ranked #156.

Wilkerson Advisory Group first reported a position in HCA in Q4 2025 and has held it in 3 quarters since. The position peaked at $129K in Q1 2026. 1,333 funds tracked by Wall St. Rank hold HCA as of Q2 2026.

  • Wilkerson Advisory Group held 274 shares of HCA Healthcare worth $107K as of Q2 2026.
  • Wilkerson Advisory Group bought 1 HCA Healthcare share in Q2 2026, an estimated $423.
  • HCA Healthcare made up 0.03% of Wilkerson Advisory Group's portfolio in Q2 2026, its #156 holding.
  • Wilkerson Advisory Group first reported a position in HCA Healthcare in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's HCA Healthcare position peaked at $129K in Q1 2026.
  • 1,333 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.