HCA Healthcare, Inc.
MX ˙ BMV ˙ US40412C1018
SecurityMX:HCA / HCA Healthcare, Inc.
InstitutionAE Wealth Management LLC
Latest Disclosed Ownership2,854 shares
Latest Disclosed Value $ 1,350,349
AE Wealth Management LLC reports 19.45% decrease in ownership of HCA / HCA Healthcare, Inc.

On May 13, 2026 - AE Wealth Management LLC filed a 13F-HR form disclosing ownership of 2,854 shares of HCA Healthcare, Inc. (MX:HCA) valued at $1,350,349 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 3,543 shares of HCA Healthcare, Inc.. This represents a change in shares of -19.45% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F HCA HEALTHCARE COM 40412C101 2,854 -689 -19.45 1,350 -18.38 0.0002
2026-01-26 2025-12-31 13F HCA HEALTHCARE COM 40412C101 3,543 -1,480 -29.46 1,654 -22.71 0.0095
2025-11-03 2025-09-30 13F HCA HEALTHCARE COM 40412C101 5,023 -525 -9.46 2,141 0.71 0.0136
2025-08-06 2025-06-30 13F HCA HEALTHCARE COM 40412C101 5,548 -7,069 -56.03 2,126 -51.25 0.0155
2025-05-06 2025-03-31 13F HCA HEALTHCARE COM 40412C101 12,617 197 1.59 4,360 16.96 0.0367
2025-02-13 2024-12-31 13F HCA HEALTHCARE COM 40412C101 12,420 -1,549 -11.09 3,728 -34.35 0.0316
2024-11-14 2024-09-30 13F HCA HEALTHCARE COM 40412C101 13,969 -1,879 -11.86 5,678 11.51 0.0515
2024-08-12 2024-06-30 13F HCA HEALTHCARE COM 40412C101 15,848 3,485 28.19 5,092 23.48 0.0509
2024-05-15 2024-03-31 13F HCA HEALTHCARE COM 40412C101 12,363 -14,052 -53.20 4,123 -44.92 0.0466
2024-02-14 2023-12-31 13F HCA HEALTHCARE COM 40412C101 26,415 -14,323 -35.16 7,487 -25.29 0.0382
2023-10-11 2023-09-30 13F HCA HEALTHCARE COM 40412C101 40,738 -948 -2.27 10,021 -20.79 0.0599
2023-07-10 2023-06-30 13F HCA HEALTHCARE COM 40412C101 41,686 13,065 45.65 12,651 67.64 0.0761
2023-04-14 2023-03-31 13F HCA HEALTHCARE COM 40412C101 28,621 -2,630 -8.42 7,547 0.63 0.0486
2023-01-31 2022-12-31 13F HCA HEALTHCARE COM 40412C101 31,251 -1,207 -3.72 7,499 25.70 0.0542
2022-10-25 2022-09-30 13F HCA HEALTHCARE COM 40412C101 32,458 2,211 7.31 5,966 17.37 0.0473
2022-08-03 2022-06-30 13F HCA HEALTHCARE COM 40412C101 30,247 2,140 7.61 5,083 -27.84 0.0407
2022-04-18 2022-03-31 13F HCA HEALTHCARE COM 40412C101 28,107 -433 -1.52 7,044 -3.93 0.0483
2022-01-20 2021-12-31 13F HCA HEALTHCARE COM 40412C101 28,540 3,698 14.89 7,332 21.59 0.0511
2021-11-01 2021-09-30 13F HCA HEALTHCARE COM 40412C101 24,842 1,612 6.94 6,030 25.55 0.0497
2021-07-21 2021-06-30 13F HCA HEALTHCARE COM 40412C101 23,230 1,491 6.86 4,803 17.32 0.0419
2021-04-27 2021-03-31 13F HCA HEALTHCARE COM 40412C101 21,739 -2,400 -9.94 4,094 3.12 0.0413
2021-02-01 2020-12-31 13F HCA HEALTHCARE COM 40412C101 24,139 -2,443 -9.19 3,970 19.79 0.0450
2020-11-06 2020-09-30 13F HCA HEALTHCARE COM 40412C101 26,582 4,173 18.62 3,314 52.37 0.0473
2020-08-05 2020-06-30 13F HCA HEALTHCARE COM 40412C101 22,409 2,326 11.58 2,175 20.57 0.0336
2020-05-07 2020-03-31 13F HCA HEALTHCARE COM 40412C101 20,083 -226 -1.11 1,804 -39.91 0.0415
2020-01-15 2019-12-31 13F HCA HEALTHCARE COM 40412C101 20,309 2,266 12.56 3,002 38.15 0.0651
2019-11-05 2019-09-30 13F HCA HEALTHCARE COM 40412C101 18,043 -72 -0.40 2,173 -11.27 0.0628
2019-07-22 2019-06-30 13F HCA HEALTHCARE COM 40412C101 18,115 126 0.70 2,449 4.43 0.0736
2019-05-14 2019-03-31 13F HCA HEALTHCARE COM 40412C101 17,989 13,437 295.19 2,345 314.31 0.1629
2019-02-14 2018-12-31 13F HCA HEALTHCARE COM 40412C101 4,552 -340 -6.95 566 -16.89 0.0969
2018-11-13 2018-09-30 13F HCA HEALTHCARE COM 40412C101 4,892 4,892 681 0.0375
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.