Position in HCA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,743,197
-$562,427 QoQ
Shares Held
4,471
-8.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#562
of 1,326 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 51%
Shared 49%
None 0%
Common Shares in HCA Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Venturi Wealth Management, LLC holds $2,090,418 across 2 Medical Care Facilities names. HCA ranks #1 (83.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
This page
|
4,471 | $1,743,197 | |
| 2 | FMS |
Fresenius Medical Care AG
|
15,357 | $347,221 |
All Filings in HCA
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,743,197 | 4,471 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $2,305,624 | 4,872 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $2,429,538 | 5,204 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,000,582 | 4,694 | Shares | Other | 2025-10-23 | |
| 2025-06-30 | $2,092,874 | 5,463 | Shares | Other | 2025-07-23 | |
| 2025-03-31 | $1,911,927 | 5,533 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,573,686 | 5,243 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,168,303 | 5,335 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,511,942 | 4,706 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,430,842 | 4,290 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,167,713 | 4,314 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $1,087,476 | 4,421 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $1,374,157 | 4,528 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $1,197,634 | 4,542 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,145,808 | 4,775 | Shares | Sole | 2023-01-31 | |
| No filing history on record for this holder in this stock. | ||||||