Position in HCA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,222,761
-$3,395,544 QoQ
Shares Held
5,701
-52.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#525
of 1,334 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 24%
Shared 0%
None 76%
Common Shares in HCA Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Lido Advisors, LLC holds $5,584,280 across 7 Medical Care Facilities names. HCA ranks #1 (39.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
This page
|
5,701 | $2,222,761 | |
| 2 | DVA |
Davita Inc.
|
4,280 | $952,214 | |
| 3 | ACHC |
Acadia Healthcare Company, Inc.
|
27,791 | $820,668 | |
| 4 | ARDT |
Ardent Health, Inc.
|
70,058 | $689,370 | |
| 5 | ENSG |
Ensign Group, Inc
|
2,665 | $427,198 | |
| 6 | CHE |
Chemed Corp
|
513 | $238,924 | |
| 7 | UHS |
Universal Health Services Inc
|
1,568 | $233,145 |
All Filings in HCA
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,222,761 | 5,701 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $5,618,305 | 11,872 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $3,809,109 | 8,159 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $3,334,588 | 7,824 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,529,608 | 6,603 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $2,476,210 | 7,166 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $2,108,252 | 7,024 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,460,749 | 8,515 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,691,040 | 8,376 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $1,253,738 | 3,759 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $711,617 | 2,629 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $620,607 | 2,523 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,266,051 | 10,762 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $402,639 | 1,527 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $272,834 | 1,137 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||