HCA Healthcare, Inc.
MX ˙ BMV ˙ US40412C1018
SecurityMX:HCA / HCA Healthcare, Inc.
InstitutionAngeles Wealth Management, Llc
Latest Disclosed Ownership2,994 shares
Latest Disclosed Value $ 1,416,881
Angeles Wealth Management, Llc reports 4.43% increase in ownership of HCA / HCA Healthcare, Inc.

On May 6, 2026 - Angeles Wealth Management, Llc filed a 13F-HR form disclosing ownership of 2,994 shares of HCA Healthcare, Inc. (MX:HCA) valued at $1,416,881 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 2,867 shares of HCA Healthcare, Inc.. This represents a change in shares of 4.43% 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)
2026-05-06 2026-03-31 13F HCA HEALTHCARE COM 40412C101 2,994 127 4.43 1,417 5.83 0.0771
2026-02-17 2025-12-31 13F HCA HEALTHCARE COM 40412C101 2,867 1,853 182.74 1,338 209.72 0.0738
2025-11-12 2025-09-30 13F HCA HEALTHCARE COM 40412C101 1,014 24 2.42 432 13.98 0.0265
2025-07-29 2025-06-30 13F HCA HEALTHCARE COM 40412C101 990 133 15.52 379 28.04 0.0260
2025-05-07 2025-03-31 13F HCA HEALTHCARE COM 40412C101 857 49 6.06 296 22.31 0.0246
2025-01-28 2024-12-31 13F HCA HEALTHCARE COM 40412C101 808 53 7.02 243 -20.92 0.0200
2024-10-29 2024-09-30 13F HCA HEALTHCARE COM 40412C101 755 -81 -9.69 307 14.18 0.0264
2024-08-07 2024-06-30 13F HCA HEALTHCARE COM 40412C101 836 226 37.05 269 32.02 0.0252
2024-05-08 2024-03-31 13F HCA HEALTHCARE COM 40412C101 610 610 203 0.0204
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.