HCA Healthcare, Inc.
MX ˙ BMV ˙ US40412C1018
SecurityMX:HCA / HCA Healthcare, Inc.
InstitutionTranscend Wealth Collective, Llc
Latest Disclosed Ownership2,568 shares
Latest Disclosed Value $ 1,215,280
Transcend Wealth Collective, Llc reports 28.66% increase in ownership of HCA / HCA Healthcare, Inc.

On May 13, 2026 - Transcend Wealth Collective, Llc filed a 13F-HR form disclosing ownership of 2,568 shares of HCA Healthcare, Inc. (MX:HCA) valued at $1,215,280 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 1,996 shares of HCA Healthcare, Inc.. This represents a change in shares of 28.66% 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 INC COM Stock 40412C101 2,568 572 28.66 1,215 30.50 0.0969
2026-01-23 2025-12-31 13F HCA HEALTHCARE INC COM Stock 40412C101 1,996 477 31.40 932 43.89 0.0720
2025-11-04 2025-09-30 13F HCA HEALTHCARE INC COM Stock 40412C101 1,519 487 47.19 647 63.80 0.0455
2025-08-01 2025-06-30 13F HCA HEALTHCARE INC COM Stock 40412C101 1,032 -278 -21.22 395 -12.61 0.0305
2025-04-24 2025-03-31 13F HCA HEALTHCARE INC COM Stock 40412C101 1,310 0 0.00 453 15.01 0.0325
2025-02-03 2024-12-31 13F HCA HEALTHCARE INC COM Stock 40412C101 1,310 85 6.94 393 -20.93 0.0284
2024-10-15 2024-09-30 13F HCA HEALTHCARE INC COM Stock 40412C101 1,225 -1 -0.08 498 26.46 0.0334
2024-07-02 2024-06-30 13F HCA HEALTHCARE INC COM Stock 40412C101 1,226 16 1.32 394 -2.48 0.0286
2024-05-03 2024-03-31 13F HCA HEALTHCARE INC COM Stock 40412C101 1,210 23 1.94 404 25.55 0.0324
2024-02-05 2023-12-31 13F HCA HEALTHCARE INC COM Stock 40412C101 1,187 54 4.77 321 15.47 0.0285
2023-10-31 2023-09-30 13F HCA HEALTHCARE INC COM Stock 40412C101 1,133 0 0.00 279 -18.95 0.0272
2023-07-13 2023-06-30 13F HCA HEALTHCARE INC COM Stock 40412C101 1,133 11 0.98 344 16.27 0.0328
2023-04-12 2023-03-31 13F HCA HEALTHCARE COM 40412C101 1,122 -29 -2.52 296 6.88 0.0309
2023-01-20 2022-12-31 13F HCA HEALTHCARE INC COM Stock 40412C101 1,151 -35 -2.95 276 26.61 0.0300
2022-10-17 2022-09-30 13F HCA HEALTHCARE INC COM Stock 40412C101 1,186 -1,100 -48.12 218 -43.23 0.0241
2022-07-12 2022-06-30 13F HCA HEALTHCARE INC COM Stock 40412C101 2,286 31 1.37 384 -32.04 0.0400
2022-04-20 2022-03-31 13F HCA HEALTHCARE INC COM Stock 40412C101 2,255 1,002 79.97 565 75.47 0.0505
2022-01-20 2021-12-31 13F HCA HEALTHCARE INC COM Stock 40412C101 1,253 98 8.48 322 15.41 0.0284
2021-11-04 2021-09-30 13F HCA HEALTHCARE INC COM Stock 40412C101 1,155 0 0.00 279 17.23 0.0250
2021-08-13 2021-06-30 13F HCAHEALTHCAREINCCOM COM 40412C101 1,155 0 0.00 238 9.68 0.0342
2021-05-12 2021-03-31 13F HCA HEALTHCARE COMMON STOCK 40412C101 1,155 1,155 217 0.0261
2021-02-12 2020-12-31 13F HCA HEALTHCARE STOK 40412C101 0 -6,640 -100.00 0 -100.00
2020-11-13 2020-09-30 13F HCA HEALTHCARE STOK 40412C101 6,640 6,640 828 0.1506
2020-08-05 2020-06-30 13F HCA HEALTHCARE COMMON STOCK 40412C101 0 -8,009 -100.00 0 -100.00
2020-05-08 2020-03-31 13F HCA HEALTHCARE COMMON STOCK 40412C101 8,009 8,009 720 0.2159
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.