Waverly Advisors, LLC

Position in HCA — HCA Healthcare, Inc.

CIK 1568787 BIRMINGHAM, AL

Position in HCA

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$466,308

-$138,492 QoQ

Shares Held

1,196

-6.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#831

of 1,326 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Healthcare · as of Jun 30, 2026

Waverly Advisors, LLC holds $2,049,800 across 5 Medical Care Facilities names. HCA ranks #3 (22.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	THC	Tenet Healthcare Corp	3,857	$721,567
2	CHE	Chemed Corp	1,173	$546,312
3	HCA	HCA Healthcare, Inc. This page	1,196	$466,308
4	EHC	Encompass Health Corp	2,125	$214,795
5	AIRS	Airsculpt Technologies, Inc.	22,404	$100,818

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$466,308	1,196	-6.4%	Shares	Sole	2026-08-14
2026-03-31	$604,800	1,278	-7.9%	Shares	Sole	2026-05-15
2025-12-31	$648,001	1,388	+59.2%	Shares	Sole	2026-02-17
2025-09-30	$371,646	872	-33.4%	Shares	Sole	2025-11-14
2025-06-30	$501,477	1,309	-14.6%	Shares	Sole	2025-08-14
2025-03-31	$529,382	1,532	+4.9%	Shares	Sole	2025-05-15
2024-12-31	$438,519	1,461	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.