Position in HCA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$43,287,927
-$5,511,162 QoQ
Shares Held
111,026
+7.7% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#133
of 1,326 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in HCA Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026EP Wealth Advisors, LLC holds $44,954,456 across 6 Medical Care Facilities names. HCA ranks #1 (96.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
This page
|
111,026 | $43,287,927 | |
| 2 | THC |
Tenet Healthcare Corp
|
2,661 | $497,819 | |
| 3 | UHS |
Universal Health Services Inc
|
2,337 | $347,488 | |
| 4 | CHE |
Chemed Corp
|
644 | $299,936 | |
| 5 | DVA |
Davita Inc.
|
1,322 | $294,118 | |
| 6 | OPCH |
Option Care Health, Inc.
|
10,833 | $227,168 |
All Filings in HCA
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,287,927 | 111,026 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $48,799,089 | 103,117 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $48,765,861 | 104,455 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $39,706,782 | 103,646 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $36,217,441 | 104,811 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $44,676,126 | 148,846 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $61,251,033 | 150,705 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $72,334,906 | 225,146 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $73,920,253 | 221,630 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $58,576,776 | 216,406 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $51,401,210 | 208,965 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $10,538,343 | 34,725 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $210,045 | 5,500 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $47,819,468 | 199,281 | Shares | Sole | 2023-06-12 | |
| 2022-09-30 | $35,288,966 | 192,007 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $23,307,401 | 138,685 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $33,279,829 | 132,790 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $34,034,449 | 132,471 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $31,898,990 | 131,423 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $27,838,367 | 134,654 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $24,929,247 | 132,363 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $20,679,858 | 125,744 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $14,797,022 | 118,680 | Shares | Sole | 2020-11-17 | |
| No filing history on record for this holder in this stock. | ||||||