Position in HCA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$205,861
-$44,009 QoQ
Shares Held
528
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,065
of 1,326 holders
Holding Since
Mar 2023
5 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, 2026CM WEALTH ADVISORS LLC holds $205,861 across 1 Medical Care Facilities name. HCA ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
This page
|
528 | $205,861 |
All Filings in HCA
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205,861 | 528 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $249,870 | 528 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $246,502 | 528 | Shares | Sole | 2026-01-26 | |
| 2024-03-31 | $350,540 | 1,051 | Shares | Sole | 2024-05-13 | |
| 2023-03-31 | $1,503,503 | 5,702 | Shares | Sole | 2023-05-01 | |
| No filing history on record for this holder in this stock. | ||||||