Hofer & Associates. Inc HCA β€” HCA HEALTHCARE INC

Ownership history in Hofer & Associates. Inc  Β·  2 quarters on record

AI Ownership Summary

Hofer & Associates. Inc reported HCA HEALTHCARE INC (HCA) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.17% in 2026 Q1. The latest visible filing shows HCA at 0.17% 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 Hofer & Associates. Inc'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 Q1

HCA was reported at 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.17% 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 Q4 to 2026 Q1

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.

How Hofer & Associates. Inc held HCA β€” position size vs. price
% of Fund (quarterly)    HCA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED β€” β€” β€” 660 β€” 0% 0.17% $312K 2026-04-22 $471.34
2025 Q4 INITIATED β€” β€” β€” 660 β€” β€” 0.16% $308K 2026-01-15 $483.08

FAQ About Hofer & Associates. Inc and HCA

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

How long has Hofer & Associates. Inc reported owning HCA?

Hofer & Associates. Inc reported HCA across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported HCA position in Hofer & Associates. Inc's portfolio?

The largest reported portfolio weight for HCA was 0.17% in 2026 Q1.

What is the latest reported HCA position on this page?

The most recent filing on this page is 2026 Q1, when Hofer & Associates. Inc reported 660 shares, equal to 0.17% of portfolio, with an estimated market value of $312K.

What does the chart on this HCA ownership page compare?

The chart compares Hofer & Associates. Inc'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.

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