Sound View Wealth Advisors Group, LLC

Position in HCA — HCA Healthcare, Inc.

CIK 1784777 SAVANNAH, GA

Position in HCA

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$2,174,416

-$422,251 QoQ

Shares Held

5,577

+1.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#526

of 1,326 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 86% Shared 0% None 14%

Healthcare · as of Jun 30, 2026

Sound View Wealth Advisors Group, LLC holds $2,174,416 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	5,577	$2,174,416

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,174,416	5,577	+1.6%	Shares	Sole	2026-08-11
2026-03-31	$2,596,667	5,487	-2.4%	Shares	Sole	2026-05-06
2025-12-31	$2,623,753	5,620	-1.4%	Shares	Sole	2026-01-08
2025-09-30	$2,428,913	5,699	+0.9%	Shares	Sole	2025-11-10
2025-06-30	$2,163,365	5,647	-23.3%	Shares	Sole	2025-08-07
2025-03-31	$2,543,593	7,361	+2.2%	Shares	Sole	2025-05-08
2024-12-31	$2,161,380	7,201	+8.0%	Shares	Sole	2025-02-07
2024-09-30	$2,710,888	6,670	+24.8%	Shares	Sole	2024-11-12
2024-06-30	$1,716,599	5,343	+5.3%	Shares	Sole	2024-08-05
2024-03-31	$1,692,664	5,075	-32.1%	Shares	Sole	2024-05-09
2023-12-31	$2,023,603	7,476	+29.1%	Shares	Sole	2024-02-08
2023-09-30	$1,424,224	5,790	+164.6%	Shares	Sole	2023-11-07
2023-06-30	$664,014	2,188	+44.7%	Shares	Sole	2023-08-08
2023-03-31	$398,684	1,512	-79.8%	Shares	Sole	2023-05-12
2022-12-31	$1,793,940	7,476	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.