HCA Healthcare, Inc.
MX ˙ BMV ˙ US40412C1018
SecurityMX:HCA / HCA Healthcare, Inc.
InstitutionWealth Enhancement Advisory Services, Llc
Latest Disclosed Ownership30,911 shares
Latest Disclosed Value $ 12,668,123
Wealth Enhancement Advisory Services, Llc reports 79.67% decrease in ownership of HCA / HCA Healthcare, Inc.

On April 8, 2026 - Wealth Enhancement Advisory Services, Llc filed a 13F-HR form disclosing ownership of 30,911 shares of HCA Healthcare, Inc. (MX:HCA) valued at $12,668,123 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 152,027 shares of HCA Healthcare, Inc.. This represents a change in shares of -79.67% 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)
2026-04-08 2026-03-31 13F HCA HEALTHCARE COM 40412C101 30,911 -121,116 -79.67 12,668 -82.77 0.0150
2026-01-08 2025-12-31 13F HCA HEALTHCARE COM 40412C101 152,027 -5,161 -3.28 73,545 6.92 0.0997
2025-10-29 2025-09-30 13F HCA HEALTHCARE COM 40412C101 157,188 5,486 3.62 68,781 20.40 0.1040
2025-07-10 2025-06-30 13F HCA HEALTHCARE COM 40412C101 151,702 -916 -0.60 57,128 8.32 0.0945
2025-04-16 2025-03-31 13F HCA HEALTHCARE COM 40412C101 152,618 -7,599 -4.74 52,738 9.67 0.1009
2025-03-17 2024-12-31 13F/A-1 HCA HEALTHCARE COM 40412C101 160,217 9,141 6.05 48,089 -21.68 0.0921
2025-01-10 2024-12-31 13F HCA HEALTHCARE COM 40412C101 151,193 117 61,450 0.1242
2024-10-24 2024-09-30 13F HCA HEALTHCARE COM 40412C101 151,076 -11,578 -7.12 61,402 17.50 0.1320
2024-07-16 2024-06-30 13F HCA HEALTHCARE COM 40412C101 162,654 5,136 3.26 52,257 -0.53 0.1241
2024-04-15 2024-03-31 13F HCA HEALTHCARE COM 40412C101 157,518 -9,912 -5.92 52,537 15.93 0.1359
2024-01-30 2023-12-31 13F HCA HEALTHCARE COM 40412C101 167,430 -2,602 -1.53 45,320 8.36 0.1316
2023-11-13 2023-09-30 13F HCA HEALTHCARE COM 40412C101 170,032 170,032 41,825 0.1376
2022-10-17 2022-09-30 13F HCA HOLDINGS COM 40412C101 0 -15,031 -100.00 0 -100.00
2022-07-18 2022-06-30 13F HCA HOLDINGS COM 40412C101 15,031 9,133 154.85 2,594 79.02 0.0362
2022-04-18 2022-03-31 13F HCA HOLDINGS COM 40412C101 5,898 197 3.46 1,449 5.92 0.0195
2022-02-08 2021-12-31 13F HCA HOLDINGS COM 40412C101 5,701 -25,627 -81.80 1,368 -81.91 0.0196
2021-11-03 2021-09-30 13F HCA HOLDINGS COM 40412C101 31,328 31,328 7,564 0.1115
2019-11-05 2019-09-30 13F HCA HOLDINGS COM 40412C101 0 -13,171 -100.00 0 -100.00
2019-08-02 2019-06-30 13F HCA HOLDINGS COM 40412C101 13,171 500 3.95 1,925 26.40 0.0849
2019-04-30 2019-03-31 13F HCA HOLDINGS COM 40412C101 12,671 -4,006 -24.02 1,523 -32.13 0.0861
2019-02-04 2018-12-31 13F HCA HOLDINGS COM 40412C101 16,677 16,677 2,244 0.1417
2016-11-09 2016-09-30 13F HCA HOLDINGS COM 40412C101 0 -17,266 -100.00 0 -100.00
2016-07-29 2016-06-30 13F HCA HOLDINGS COM 40412C101 17,266 1,721 11.07 1,330 9.92 0.2406
2016-04-20 2016-03-31 13F HCA HOLDINGS COM 40412C101 15,545 2,469 18.88 1,210 36.88 0.2453
2016-01-20 2015-12-31 13F HCA HOLDINGS COM 40412C101 13,076 2,207 20.31 884 6.12 0.2240
2015-10-26 2015-09-30 13F HCA HOLDINGS COM 40412C101 10,869 1,368 14.40 833 -3.36 0.2537
2015-08-12 2015-06-30 13F/A-1 HCA HOLDINGS COM 40412C101 9,501 975 11.44 862 34.48 0.2660
2015-07-27 2015-06-30 13F HCA HOLDINGS COM 40412C101 9,501 862
2015-05-12 2015-03-31 13F HCA HOLDINGS COM 40412C101 8,526 8,526 641 0.2463
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.