AE Wealth Management LLC

Position in HCA — HCA Healthcare, Inc.

CIK 1697723 TOPEKA, KS

Position in HCA

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$1,350,607

-$303,464 QoQ

Shares Held

2,854

-19.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Mar 31, 2026

AE Wealth Management LLC holds $6,342,302 across 5 Medical Care Facilities names. HCA ranks #2 (21.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NHC	National Healthcare Corp	22,274	$3,557,154
2	HCA	HCA Healthcare, Inc. This page	2,854	$1,350,607
3	ENSG	Ensign Group, Inc	4,656	$938,176
4	CON	Concentra Group Holdings Parent, Inc.	12,637	$271,050
5	UHS	Universal Health Services Inc	1,259	$225,315

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,350,607	2,854	-19.4%	Shares	Other	2026-05-13
2025-12-31	$1,654,071	3,543	-29.5%	Shares	Other	2026-01-26
2025-09-30	$2,140,792	5,023	-9.5%	Shares	Other	2025-11-03
2025-06-30	$2,125,430	5,548	-56.0%	Shares	Other	2025-08-06
2025-03-31	$4,359,798	12,617	+1.6%	Shares	Other	2025-05-06
2024-12-31	$3,727,858	12,420	-11.1%	Shares	Other	2025-02-13
2024-09-30	$5,677,418	13,969	-11.9%	Shares	Other	2024-11-14
2024-06-30	$5,091,641	15,848	+28.2%	Shares	Other	2024-08-12
2024-03-31	$4,123,428	12,363	-53.2%	Shares	Other	2024-05-15
2023-12-31	$7,150,012	26,415	-35.2%	Shares	Sole	2024-02-14
2023-09-30	$10,020,733	40,738	-2.3%	Shares	Sole	2023-10-11
2023-06-30	$12,650,867	41,686	+45.6%	Shares	Sole	2023-07-10
2023-03-31	$7,546,785	28,621	-8.4%	Shares	Sole	2023-04-14
2022-12-31	$7,498,989	31,251	-3.7%	Shares	Sole	2023-01-31
2022-09-30	$5,965,455	32,458	+7.3%	Shares	Sole	2022-10-25
2022-06-30	$5,083,310	30,247	+7.6%	Shares	Sole	2022-08-03
2022-03-31	$7,044,176	28,107	-1.5%	Shares	Sole	2022-04-18
2021-12-31	$7,332,496	28,540	+14.9%	Shares	Sole	2022-01-20
2021-09-30	$6,029,650	24,842	+6.9%	Shares	Sole	2021-11-01
2021-06-30	$4,802,570	23,230	+6.9%	Shares	Sole	2021-07-21
2021-03-31	$4,094,323	21,739	-9.9%	Shares	Sole	2021-04-27
2020-12-31	$3,969,899	24,139	-9.2%	Shares	Sole	2021-02-01
2020-09-30	$3,314,243	26,582	+18.6%	Shares	Sole	2020-11-06
2020-06-30	$2,175,017	22,409	+11.6%	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.