Position in HCA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$919,978
+$220,622 QoQ
Shares Held
1,944
+29.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in HCA Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Mar 31, 2026Summit Financial, LLC holds $5,054,411 across 6 Medical Care Facilities names. HCA ranks #2 (18.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | THC |
Tenet Healthcare Corp
|
14,796 | $2,792,153 | |
| 2 | HCA |
HCA Healthcare, Inc.
This page
|
1,944 | $919,978 | |
| 3 | FMS |
Fresenius Medical Care AG
|
28,097 | $633,868 | |
| 4 | EHC |
Encompass Health Corp
|
4,223 | $408,490 | |
| 5 | SNDA |
Sonida Senior Living, Inc.
|
7,209 | $232,490 | |
| 6 | CMPS |
COMPASS Pathways plc
|
12,194 | $67,432 |
All Filings in HCA
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $919,978 | 1,944 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $699,356 | 1,498 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $594,122 | 1,394 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $551,664 | 1,440 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $461,309 | 1,335 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $400,700 | 1,335 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $562,905 | 1,385 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $402,885 | 1,254 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||