Position in HCA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$579,766
-$139,558 QoQ
Shares Held
1,487
-2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#785
of 1,324 holders
Holding Since
Dec 2020
17 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in HCA Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $3,591,468 across 9 Medical Care Facilities names. HCA ranks #2 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EHC |
Encompass Health Corp
|
6,739 | $681,178 | |
| 2 | HCA |
HCA Healthcare, Inc.
This page
|
1,487 | $579,766 | |
| 3 | DVA |
Davita Inc.
|
2,270 | $505,029 | |
| 4 | ENSG |
Ensign Group, Inc
|
2,571 | $412,131 | |
| 5 | USPH |
U S Physical Therapy Inc /Nv
|
5,519 | $379,044 | |
| 6 | CHE |
Chemed Corp
|
641 | $298,539 | |
| 7 | THC |
Tenet Healthcare Corp
|
1,497 | $280,058 | |
| 8 | CMPS |
COMPASS Pathways plc
|
17,180 | $243,097 |
All Filings in HCA
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $579,766 | 1,487 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $719,324 | 1,520 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,005,149 | 2,153 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $991,767 | 2,327 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $932,082 | 2,433 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $749,152 | 2,168 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $966,182 | 3,219 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $337,336 | 830 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $289,152 | 900 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $318,854 | 956 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $262,018 | 968 | Shares | Defined | 2024-02-13 | |
| 2022-03-31 | $374,676 | 1,495 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $353,265 | 1,375 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $1,047,822 | 4,317 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $849,287 | 4,108 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $594,966 | 3,159 | Shares | Defined | 2021-04-21 | |
| 2020-12-31 | $511,963 | 3,113 | Shares | Defined | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||