Position in HCA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$959,129
-$455,858 QoQ
Shares Held
2,460
-17.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#687
of 1,324 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HCA Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $28,699,925 across 39 Medical Care Facilities names. HCA ranks #4 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CHE |
Chemed Corp
|
41,048 | $19,117,695 | |
| 2 | DVA |
Davita Inc.
|
17,924 | $3,987,731 | |
| 3 | THC |
Tenet Healthcare Corp
|
9,650 | $1,805,322 | |
| 4 | HCA |
HCA Healthcare, Inc.
This page
|
2,460 | $959,129 | |
| 5 | CMPS |
COMPASS Pathways plc
|
32,516 | $460,101 | |
| 6 | SNDA |
Sonida Senior Living, Inc.
|
10,401 | $424,360 | |
| 7 | AGL |
agilon health, inc.
|
3,580 | $383,704 | |
| 8 | ADUS |
Addus HomeCare Corp
|
2,965 | $297,893 |
All Filings in HCA
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $959,129 | 2,460 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,414,987 | 2,990 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $745,575 | 1,597 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,169,492 | 2,744 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $926,718 | 2,419 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $703,885 | 2,037 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $792,396 | 2,640 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $1,497,694 | 3,685 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,086,890 | 3,383 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $860,840 | 2,581 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $494,803 | 1,828 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $700,305 | 2,847 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $852,778 | 2,810 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $407,385 | 1,545 | Shares | Other | 2023-05-03 | |
| No filing history on record for this holder in this stock. | ||||||