Clearstead Trust, LLC

Position in HCA — HCA Healthcare, Inc.

CIK 1708001 PORTLAND, ME

Position in HCA

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$28,851

-$1,909 QoQ

Shares Held

+13.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,177

of 1,326 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Clearstead Trust, LLC holds $55,674 across 6 Medical Care Facilities names. HCA ranks #1 (51.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HCA	HCA Healthcare, Inc. This page	74	$28,851
2	EHC	Encompass Health Corp	107	$10,815
3	DVA	Davita Inc.	37	$8,231
4	THC	Tenet Healthcare Corp	38	$7,109
5	ACHC	Acadia Healthcare Company, Inc.	12	$354
6	OPCH	Option Care Health, Inc.	15	$314

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$28,851	74	+13.8%	Shares	Sole	2026-08-06
2026-03-31	$30,760	65	0.0%	Shares	Sole	2026-05-06
2025-12-31	$30,345	65	-7.1%	Shares	Sole	2026-02-09
2025-09-30	$29,834	70	0.0%	Shares	Sole	2025-11-10
2025-06-30	$26,817	70	+311.8%	Shares	Sole	2025-08-08
2025-03-31	$5,874	17	—	Shares	Sole	2025-05-09
No filing history on record for this holder in this stock.