Heritage Wealth Advisors

Position in HCA — HCA Healthcare, Inc.

CIK 1591122 RICHMOND, VA

Position in HCA

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

Position Value

$217,948

-$46,593 QoQ

Shares Held

559

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,045

of 1,326 holders

Holding Since

Dec 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Heritage Wealth Advisors holds $411,819 across 2 Medical Care Facilities names. HCA ranks #1 (52.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	HCA	HCA Healthcare, Inc. This page	559	$217,948
2	EHC	Encompass Health Corp	1,918	$193,871

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$217,948	559	0.0%	Shares	Sole	2026-08-14
2026-03-31	$264,541	559	+0.2%	Shares	Sole	2026-05-14
2025-12-31	$260,507	558	-3.5%	Shares	Sole	2026-02-13
2025-09-30	$246,343	578	-2.2%	Shares	Sole	2025-11-13
2025-06-30	$226,412	591	+0.2%	Shares	Sole	2025-08-11
2025-03-31	$203,874	590	-0.3%	Shares	Sole	2025-05-08
2024-12-31	$177,688	592	-15.2%	Shares	Sole	2025-02-12
2024-09-30	$283,688	698	+24.9%	Shares	Sole	2024-11-12
2024-06-30	$179,595	559	0.0%	Shares	Sole	2024-12-12
2024-03-31	$186,443	559	+0.2%	Shares	Sole	2024-12-12
2023-12-31	$151,039	558	0.0%	Shares	Sole	2024-12-12
2023-09-30	$137,256	558	+0.2%	Shares	Sole	2024-12-12
2023-06-30	$169,038	557	-2.8%	Shares	Sole	2024-12-12
2023-03-31	$151,088	573	+7.3%	Shares	Sole	2023-05-04
2022-12-31	$128,138	534	-56.0%	Shares	Sole	2024-12-12
2021-12-31	$311,900	1,214	0.0%	Shares	Sole	2022-03-28
2021-09-30	$294,662	1,214	0.0%	Shares	Sole	2021-11-02
2021-06-30	$250,982	1,214	0.0%	Shares	Sole	2021-08-09
2021-03-31	$228,644	1,214	0.0%	Shares	Sole	2021-04-27
2020-12-31	$199,654	1,214	—	Shares	Sole	2021-02-01
No filing history on record for this holder in this stock.