Position in HCA
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$19,494
-$5,587 QoQ
Shares Held
50
-5.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,193
of 1,326 holders
Holding Since
Jun 2023
12 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, 2026Avion Wealth holds $40,257 across 11 Medical Care Facilities names. HCA ranks #1 (48.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
This page
|
50 | $19,494 | |
| 2 | BKD |
Brookdale Senior Living Inc.
|
400 | $6,436 | |
| 3 | EHC |
Encompass Health Corp
|
36 | $3,638 | |
| 4 | UHS |
Universal Health Services Inc
|
23 | $3,419 | |
| 5 | ACHC |
Acadia Healthcare Company, Inc.
|
58 | $1,712 | |
| 6 | THC |
Tenet Healthcare Corp
|
7 | $1,309 | |
| 7 | PACS |
PACS Group, Inc.
|
26 | $1,108 | |
| 8 | CHE |
Chemed Corp
|
2 | $931 |
All Filings in HCA
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,494 | 50 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $25,081 | 53 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $22,409 | 48 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $20,883 | 49 | Shares | Sole | 2025-10-24 | |
| 2025-03-31 | $5 | 19 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $5 | 19 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $10,160 | 25 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $7 | 24 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $7 | 18 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,165 | 8 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $492 | 9 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $607 | 8 | Shares | Sole | 2023-07-14 | |
| No filing history on record for this holder in this stock. | ||||||