Position in HCA
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$442,475
+$23,706 QoQ
Shares Held
935
+4.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in HCA Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $2,406,229 across 38 Medical Care Facilities names. HCA ranks #2 (18.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EHC |
Encompass Health Corp
|
5,757 | $556,867 | |
| 2 | HCA |
HCA Healthcare, Inc.
This page
|
935 | $442,475 | |
| 3 | ENSG |
Ensign Group, Inc
|
992 | $199,885 | |
| 4 | PACS |
PACS Group, Inc.
|
5,064 | $162,652 | |
| 5 | CHE |
Chemed Corp
|
406 | $153,357 | |
| 6 | ADUS |
Addus HomeCare Corp
|
1,237 | $115,841 | |
| 7 | AVAH |
Aveanna Healthcare Holdings, Inc.
|
17,552 | $113,033 | |
| 8 | FMS |
Fresenius Medical Care AG
|
4,135 | $93,281 |
All Filings in HCA
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $442,475 | 935 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $418,769 | 897 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $369,087 | 866 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $287,706 | 751 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $219,767 | 636 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $164,780 | 549 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $210,528 | 518 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $166,098 | 517 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $179,102 | 537 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $160,511 | 593 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $145,371 | 591 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $181,479 | 598 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $156,097 | 592 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $149,254 | 622 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $60,834 | 331 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $58,988 | 351 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $16,289 | 65 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $14,130 | 55 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||