Position in HCA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$264,345
-$231,137 QoQ
Shares Held
678
-35.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#993
of 1,326 holders
Holding Since
Sep 2024
6 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, 2026Legacy Financial Advisors, Inc. holds $567,362 across 2 Medical Care Facilities names. HCA ranks #2 (46.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DVA |
Davita Inc.
|
1,362 | $303,017 | |
| 2 | HCA |
HCA Healthcare, Inc.
This page
|
678 | $264,345 |
All Filings in HCA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $264,345 | 678 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $495,482 | 1,047 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $410,369 | 879 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $333,288 | 782 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $239,820 | 626 | Shares | Sole | 2025-08-07 | |
| 2024-09-30 | $245,483 | 604 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||