Position in HCA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,604,383
+$253,776 QoQ
Shares Held
4,115
+44.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#587
of 1,334 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HCA Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026AE Wealth Management LLC holds $9,101,459 across 8 Medical Care Facilities names. HCA ranks #2 (17.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NHC |
National Healthcare Corp
|
22,277 | $4,708,463 | |
| 2 | HCA |
HCA Healthcare, Inc.
This page
|
4,115 | $1,604,383 | |
| 3 | ENSG |
Ensign Group, Inc
|
5,479 | $878,266 | |
| 4 | OPCH |
Option Care Health, Inc.
|
25,398 | $532,579 | |
| 5 | THC |
Tenet Healthcare Corp
|
2,592 | $484,906 | |
| 6 | CON |
Concentra Group Holdings Parent, Inc.
|
15,545 | $462,452 | |
| 7 | SNDA |
Sonida Senior Living, Inc.
|
5,338 | $217,790 | |
| 8 | UHS |
Universal Health Services Inc
|
1,430 | $212,620 |
All Filings in HCA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,604,383 | 4,115 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $1,350,607 | 2,854 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,654,071 | 3,543 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $2,140,792 | 5,023 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $2,125,430 | 5,548 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $4,359,798 | 12,617 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $3,727,858 | 12,420 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $5,677,418 | 13,969 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $5,091,641 | 15,848 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $4,123,428 | 12,363 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $7,150,012 | 26,415 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $10,020,733 | 40,738 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $12,650,867 | 41,686 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $7,546,785 | 28,621 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $7,498,989 | 31,251 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $5,965,455 | 32,458 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $5,083,310 | 30,247 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $7,044,176 | 28,107 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $7,332,496 | 28,540 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $6,029,650 | 24,842 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $4,802,570 | 23,230 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $4,094,323 | 21,739 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $3,969,899 | 24,139 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $3,314,243 | 26,582 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $2,175,017 | 22,409 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,804,457 | 20,083 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||