Merit Financial Group, LLC

Position in HCA — HCA Healthcare, Inc.

CIK 1621225 ALPHARETTA, GA

Position in HCA

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$2,449,675

-$582,369 QoQ

Shares Held

6,283

-1.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#60

of 267 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Merit Financial Group, LLC holds $10,923,228 across 15 Medical Care Facilities names. HCA ranks #1 (22.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HCA	HCA Healthcare, Inc. This page	6,283	$2,449,675
2	CHE	Chemed Corp	3,106	$1,446,586
3	THC	Tenet Healthcare Corp	7,024	$1,314,048
4	OPCH	Option Care Health, Inc.	56,423	$1,183,186
5	EHC	Encompass Health Corp	10,279	$1,038,999
6	DVA	Davita Inc.	2,799	$622,719
7	UHS	Universal Health Services Inc	3,680	$547,176
8	CMPS	COMPASS Pathways plc	37,847	$535,534

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,449,675	6,283	-1.9%	Shares	Other	2026-07-20
2026-03-31	$3,032,044	6,407	-0.8%	Shares	Other	2026-04-15
2025-12-31	$3,014,979	6,458	+32.1%	Shares	Other	2026-01-26
2025-09-30	$2,083,262	4,888	+4.6%	Shares	Other	2025-11-07
2025-06-30	$1,790,609	4,674	+41.9%	Shares	Sole	2025-07-22
2025-03-31	$1,137,896	3,293	+109.9%	Shares	Sole	2025-04-09
2024-12-31	$470,935	1,569	+137.7%	Shares	Sole	2025-01-15
2024-09-30	$268,243	660	-47.4%	Shares	Sole	2024-10-17
2024-06-30	$402,885	1,254	-0.9%	Shares	Sole	2024-08-13
2024-03-31	$422,248	1,266	+7.2%	Shares	Sole	2024-05-06
2023-12-31	$319,673	1,181	-9.6%	Shares	Sole	2024-02-06
2023-09-30	$321,249	1,306	-5.2%	Shares	Sole	2023-11-07
2023-06-30	$417,891	1,377	+5.4%	Shares	Sole	2023-08-01
2023-03-31	$344,366	1,306	+11.1%	Shares	Sole	2023-04-24
2022-12-31	$282,192	1,176	—	Shares	Sole	2023-01-13
No filing history on record for this holder in this stock.