Position in HCA
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,738,909
-$371,741 QoQ
Shares Held
4,460
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.02%
of 13F equity value
Holder Rank
#563
of 1,326 holders
Holding Since
Mar 2020
26 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, 2026HHM Wealth Advisors, LLC holds $1,878,197 across 2 Medical Care Facilities names. HCA ranks #1 (92.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
This page
|
4,460 | $1,738,909 | |
| 2 | EHC |
Encompass Health Corp
|
1,378 | $139,288 |
All Filings in HCA
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,738,909 | 4,460 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $2,110,650 | 4,460 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $2,082,195 | 4,460 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,926,424 | 4,520 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,731,612 | 4,520 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,571,561 | 4,548 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,366,883 | 4,554 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,848,443 | 4,548 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,461,181 | 4,548 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,503,553 | 4,508 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,340,678 | 4,953 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,351,168 | 5,493 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,667,015 | 5,493 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,448,394 | 5,493 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,308,741 | 5,454 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,002,390 | 5,454 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $916,599 | 5,454 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,366,881 | 5,454 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,401,241 | 5,454 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $1,323,794 | 5,454 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,127,559 | 5,454 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $1,027,206 | 5,454 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $896,964 | 5,454 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $645,343 | 5,176 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $502,382 | 5,176 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $465,063 | 5,176 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||