Baron Wealth Management LLC HCA — HCA HEALTHCARE INC

Ownership history in Baron Wealth Management LLC  ·  5 quarters on record

AI Ownership Summary

Baron Wealth Management LLC reported HCA HEALTHCARE INC (HCA) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 0.11% in 2026 Q1. The latest visible filing shows HCA at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HCA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Baron Wealth Management LLC's position in HCA HEALTHCARE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

HCA was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HCA stock page Baron Wealth Management LLC fund profile Baron Wealth Management LLC full holdings
How Baron Wealth Management LLC held HCA — position size vs. price
% of Fund (quarterly)    HCA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 697 -105 -13.1% 0.07% $272K 2026-07-07 $420.43
2026 Q1 ADDED — — — 802 +105 +15.1% 0.11% $380K 2026-04-16 $482.00
2025 Q4 ADDED — — — 697 +79 +12.8% 0.10% $325K 2026-01-14 $477.17
2025 Q3 ADDED — — — 618 +2 +0.3% 0.09% $263K 2025-10-20 $431.00
2025 Q2 INITIATED — — — 616 — — 0.08% $236K 2025-07-09 $375.89

🏢 Other funds also holding HCA

As of 2026 Q2 — sorted by position size

City Center Advisors, LLC 0.31% CX Institutional 3Y 7Y 0.25% BDF-GESTION 0.21% CANANDAIGUA NATIONAL BANK & TRUST CO 3Y 7Y 0.14% FIRST FINANCIAL CORP /IN/ 3Y 7Y 0.07% Byrne Asset Management LLC 3Y 0.06% GAMMA Investing LLC 0.06% Dogwood Wealth Management LLC 0.04% Versant Capital Management, Inc 3Y 7Y 0.04% Grove Bank & Trust 3Y 7Y 0.03%

FAQ About Baron Wealth Management LLC and HCA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Baron Wealth Management LLC reported owning HCA?

Baron Wealth Management LLC reported HCA across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported HCA position in Baron Wealth Management LLC's portfolio?

The largest reported portfolio weight for HCA was 0.11% in 2026 Q1.

What is the latest reported HCA position on this page?

The most recent filing on this page is 2026 Q2, when Baron Wealth Management LLC reported 697 shares, equal to 0.07% of portfolio, with an estimated market value of $272K.

What does the chart on this HCA ownership page compare?

The chart compares Baron Wealth Management LLC's quarterly HCA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Baron Wealth Management LLC time their HCA position?

Based on 13F filing dates vs. subsequent HCA price moves, Baron Wealth Management LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on HCA relative to SPY over the holding period was -8.2%.

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