Creative Planning

Position in HCA — HCA Healthcare, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in HCA

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$40,968,859

+$2,706,415 QoQ

Shares Held

86,571

+5.6% QoQ

Ownership

0.039%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.6249205854154394.ToString("F0")% Shared 0.ToString("F0")% None 99.37507941458456.ToString("F0")%

Healthcare · as of Mar 31, 2026

Creative Planning holds $104,082,890 across 34 Medical Care Facilities names. HCA ranks #1 (39.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HCA	HCA Healthcare, Inc. This page	86,571	$40,968,859
2	ENSG	Ensign Group, Inc	68,759	$13,854,938
3	EHC	Encompass Health Corp	59,903	$5,794,417
4	UHS	Universal Health Services Inc	28,333	$5,070,757
5	THC	Tenet Healthcare Corp	26,093	$4,924,010
6	FMS	Fresenius Medical Care AG	183,818	$4,146,934
7	OPCH	Option Care Health, Inc.	121,521	$3,271,345
8	CHE	Chemed Corp	8,152	$3,079,336

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$40,968,859	86,571	+5.6%	Shares	Defined	2026-05-12
2025-12-31	$38,262,444	81,957	+27.3%	Shares	Sole	2026-02-17
2025-09-30	$27,429,379	64,358	+7.3%	Shares	Sole	2025-11-14
2025-06-30	$22,987,148	60,003	+11.4%	Shares	Sole	2025-08-08
2025-03-31	$18,618,579	53,881	+13.4%	Shares	Sole	2025-05-15
2024-12-31	$14,258,024	47,503	-0.2%	Shares	Defined	2025-02-14
2024-09-30	$19,341,596	47,589	+37.6%	Shares	Defined	2024-10-11
2024-06-30	$11,107,927	34,574	+7.2%	Shares	Defined	2024-08-15
2024-03-31	$10,753,339	32,241	+11.7%	Shares	Sole	2024-05-13
2023-12-31	$7,814,260	28,869	-20.4%	Shares	Defined	2024-02-14
2023-09-30	$8,922,431	36,273	+25.4%	Shares	Sole	2023-11-16
2023-06-30	$8,777,551	28,923	+4.8%	Shares	Defined	2023-07-21
2023-03-31	$7,277,303	27,599	+4.1%	Shares	Sole	2023-05-15
2022-12-31	$6,361,819	26,512	+12.3%	Shares	Sole	2023-02-10
2022-09-30	$4,339,649	23,612	-2.1%	Shares	Sole	2022-11-03
2022-06-30	$4,054,447	24,125	+7.2%	Shares	Sole	2022-08-15
2022-03-31	$5,642,208	22,513	+67.1%	Shares	Sole	2022-05-16
2021-12-31	$3,461,226	13,472	+0.4%	Shares	Sole	2022-02-11
2021-09-30	$3,258,516	13,425	+0.9%	Shares	Sole	2021-11-10
2021-06-30	$2,750,882	13,306	+11.9%	Shares	Sole	2021-08-04
2021-03-31	$2,239,927	11,893	+2.3%	Shares	Sole	2021-04-30
2020-12-31	$1,912,176	11,627	-2.5%	Shares	Sole	2021-01-29
2020-09-30	$1,486,310	11,921	+4.1%	Shares	Sole	2020-11-05
2020-06-30	$1,111,337	11,450	+2.0%	Shares	Sole	2020-07-23
2020-03-31	$1,008,745	11,227	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.