WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in HCA — HCA Healthcare, Inc.
CIK 1632972
PLYMOUTH, MN
Position in HCA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$12,057,738
-$2,570,583 QoQ
Shares Held
30,926
+0.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#30
of 306 holders
Holding Since
Sep 2021
16 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in HCA Over Time
Shares Held
Position Value (USD)
Derivatives in HCA
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$779,780
PutShares
2,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $48,694,450 across 28 Medical Care Facilities names. HCA ranks #1 (24.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
This page
|
30,926 | $12,057,738 | |
| 2 | AGL |
agilon health, inc.
|
108,160 | $11,592,588 | |
| 3 | CHE |
Chemed Corp
|
11,499 | $5,355,544 | |
| 4 | THC |
Tenet Healthcare Corp
|
24,746 | $4,629,481 | |
| 5 | DVA |
Davita Inc.
|
10,760 | $2,393,884 | |
| 6 | ENSG |
Ensign Group, Inc
|
12,857 | $2,060,977 | |
| 7 | UHS |
Universal Health Services Inc
|
12,510 | $1,860,111 | |
| 8 | EHC |
Encompass Health Corp
|
13,649 | $1,379,640 |
All Filings in HCA
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $779,780 | 2,000 | Put | Sole | 2026-07-15 | |
| 2026-06-30 | $12,057,738 | 30,926 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $14,628,321 | 30,911 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $70,975,325 | 152,027 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $66,993,525 | 157,188 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $58,117,036 | 151,702 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $52,737,149 | 152,618 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $48,089,132 | 160,217 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $61,401,818 | 151,076 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $52,257,477 | 162,654 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $52,536,978 | 157,518 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $45,319,952 | 167,430 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $41,824,471 | 170,032 | Shares | Sole | 2023-11-13 | |
| 2022-06-30 | $2,526,109 | 15,031 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,478,156 | 5,898 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,464,700 | 5,701 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $7,603,932 | 31,328 | Shares | Sole | 2021-11-03 | |
| No filing history on record for this holder in this stock. | ||||||