Position in HCA
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$231,984
-$51,960 QoQ
Shares Held
595
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,030
of 1,326 holders
Holding Since
Mar 2020
18 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, 2026Valeo Financial Advisors, LLC holds $533,537 across 3 Medical Care Facilities names. HCA ranks #2 (43.5% of the industry book) .
All Filings in HCA
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,984 | 595 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $283,944 | 600 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $515,880 | 1,105 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $474,786 | 1,114 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $463,167 | 1,209 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $350,042 | 1,013 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $281,240 | 937 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $430,815 | 1,060 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $305,537 | 951 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $307,848 | 923 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $232,514 | 859 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $311,656 | 1,267 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $363,569 | 1,198 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $291,630 | 1,106 | Shares | Sole | 2023-04-17 | |
| 2021-03-31 | $1,883 | 10 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $8,551 | 52 | Shares | Sole | 2021-02-11 | |
| 2020-06-30 | $12,423 | 128 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $31,267 | 348 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||