Position in HCA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$10,137
-$2,001 QoQ
Shares Held
26
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,226
of 1,326 holders
Holding Since
Mar 2021
20 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, 2026Concord Wealth Partners holds $21,064 across 3 Medical Care Facilities names. HCA ranks #1 (48.1% of the industry book) .
All Filings in HCA
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,137 | 26 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $12,138 | 26 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $11,081 | 26 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $9,960 | 26 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $8,984 | 26 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $33,016 | 110 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $44,707 | 110 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $35,019 | 109 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $42,024 | 126 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $34,105 | 126 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $37,142 | 151 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $45,825 | 151 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $39,815 | 151 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $23,516 | 98 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $16,469 | 98 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $15,287 | 61 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $13,102 | 51 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $6,068 | 25 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $10,543 | 51 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $4,896 | 26 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||