Position in HCA
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$318,490
+$8,962 QoQ
Shares Held
673
+1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in HCA Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Mar 31, 2026EXENCIAL WEALTH ADVISORS, LLC holds $318,490 across 1 Medical Care Facilities name. HCA ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
This page
|
673 | $318,490 |
All Filings in HCA
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $318,490 | 673 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $309,528 | 663 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $238,672 | 560 | Shares | Sole | 2025-10-27 | |
| 2025-03-31 | $234,974 | 680 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $201,100 | 670 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $290,597 | 715 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $260,558 | 811 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $255,150 | 765 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $231,702 | 856 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||