Position in HCA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,048,939
-$1,026,603 QoQ
Shares Held
7,820
-9.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#463
of 1,326 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HCA Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Summit Trail Advisors, LLC holds $20,427,244 across 10 Medical Care Facilities names. HCA ranks #2 (14.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DVA |
Davita Inc.
|
31,658 | $7,043,271 | |
| 2 | HCA |
HCA Healthcare, Inc.
This page
|
7,820 | $3,048,939 | |
| 3 | ACHC |
Acadia Healthcare Company, Inc.
|
63,787 | $1,883,630 | |
| 4 | CHE |
Chemed Corp
|
3,899 | $1,815,920 | |
| 5 | THC |
Tenet Healthcare Corp
|
9,109 | $1,704,111 | |
| 6 | EHC |
Encompass Health Corp
|
16,187 | $1,636,181 | |
| 7 | UHS |
Universal Health Services Inc
|
7,493 | $1,114,134 | |
| 8 | OPCH |
Option Care Health, Inc.
|
47,774 | $1,001,820 |
All Filings in HCA
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,048,939 | 7,820 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,075,542 | 8,612 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,251,213 | 6,964 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,855,405 | 9,046 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,087,402 | 8,059 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,775,090 | 5,137 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,189,794 | 3,964 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,468,025 | 3,612 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,021,349 | 3,179 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $981,578 | 2,943 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $685,903 | 2,534 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $712,112 | 2,895 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $881,609 | 2,905 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $726,702 | 2,756 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $544,469 | 2,269 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $213,563 | 1,162 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $223,015 | 1,327 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||