HCA Healthcare, Inc.
MX ˙ BMV ˙ US40412C1018
SecurityMX:HCA / HCA Healthcare, Inc.
InstitutionArkadios Wealth Advisors
Latest Disclosed Ownership3,994 shares
Latest Disclosed Value $ 1,889,769
Arkadios Wealth Advisors reports 3.55% decrease in ownership of HCA / HCA Healthcare, Inc.

On May 18, 2026 - Arkadios Wealth Advisors filed a 13F-HR form disclosing ownership of 3,994 shares of HCA Healthcare, Inc. (MX:HCA) valued at $1,889,769 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 4,141 shares of HCA Healthcare, Inc.. This represents a change in shares of -3.55% 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)
2026-05-18 2026-03-31 13F HCA HEALTHCARE INC COM Stock 40412C101 3,994 -147 -3.55 1,890 -2.28 0.0199
2026-02-13 2025-12-31 13F HCA HEALTHCARE INC COM Stock 40412C101 4,141 -351 -7.81 1,933 0.99 0.0375
2025-10-29 2025-09-30 13F HCA HEALTHCARE INC COM Stock 40412C101 4,492 991 28.31 1,915 42.73 0.0459
2025-08-04 2025-06-30 13F HCA HEALTHCARE INC COM Stock 40412C101 3,501 21 0.60 1,341 11.56 0.0395
2025-05-08 2025-03-31 13F HCA HEALTHCARE INC COM Stock 40412C101 3,480 45 1.31 1,202 16.70 0.0454
2025-01-15 2024-12-31 13F HCA HEALTHCARE INC COM Stock 40412C101 3,435 1,096 46.86 1,031 8.42 0.0562
2024-10-24 2024-09-30 13F HCA HEALTHCARE INC COM Stock 40412C101 2,339 15 0.65 950 27.35 0.0538
2024-07-29 2024-06-30 13F HCA HEALTHCARE INC COM Stock 40412C101 2,324 1,108 91.12 747 84.20 0.0504
2024-04-30 2024-03-31 13F HCA HEALTHCARE INC COM Stock 40412C101 1,216 -5 -0.41 406 22.73 0.0314
2024-01-24 2023-12-31 13F HCA HEALTHCARE INC COM Stock 40412C101 1,221 -35 -2.79 331 6.80 0.0279
2023-10-13 2023-09-30 13F HCA HEALTHCARE INC COM Stock 40412C101 1,256 -18 -1.41 309 -19.95 0.0293
2023-07-26 2023-06-30 13F HCA HEALTHCARE INC COM Stock 40412C101 1,274 63 5.20 386 21.00 0.0449
2023-05-02 2023-03-31 13F HCA HEALTHCARE INC COM Stock 40412C101 1,211 -69 -5.39 319 3.91 0.0380
2023-01-11 2022-12-31 13F HCA HEALTHCARE INC COM Stock 40412C101 1,280 42 3.39 307 0.0407
2022-10-21 2022-09-30 13F HCA HEALTHCARE INC COM Stock 40412C101 1,238 11 0.90 0 0.0346
2022-07-14 2022-06-30 13F HCA HEALTHCARE INC COM Stock 40412C101 1,227 -300 -19.65 0 0.0306
2022-05-02 2022-03-31 13F HCA HEALTHCARE INC COM Stock 40412C101 1,527 1,527 0 0.0502
2022-02-03 2021-12-31 13F HCA HEALTHCARE INC COM Stock 40412C101 0 -720 -100.00 0 0.0000
2021-10-19 2021-09-30 13F HCA HEALTHCARE INC COM Stock 40412C101 720 0 0.00 0 0.0251
2021-07-28 2021-06-30 13F HCA HEALTHCARE INC COM Stock 40412C101 720 386 115.57 0 0.0180
2021-04-26 2021-03-31 13F HCA HEALTHCARE INC COM Stock 40412C101 334 1 0.30 0 0.0102
2021-02-09 2020-12-31 13F HCA HEALTHCARE INC COM Stock 40412C101 333 -7 -2.06 0 -100.00 0.0113
2020-11-10 2020-09-30 13F HCA HEALTHCARE INC COM Common Stock 40412C101 340 -6 -1.73 46 35.29 0.0231
2020-08-10 2020-06-30 13F HCA HEALTHCARE INC COM Common Stock 40412C101 346 9 2.67 34 13.33 0.0190
2020-05-14 2020-03-31 13F HCA HEALTHCARE INC COM Common Stock 40412C101 337 6 1.81 30 -38.78 0.0193
2020-02-14 2019-12-31 13F HCA HEALTHCARE INC COM Common Stock 40412C101 331 331 50 0.0299
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.