Position in HCA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$11,696
-$6,287 QoQ
Shares Held
30
-21.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,227
of 1,333 holders
Holding Since
Sep 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, 2026Cornerstone Planning Group LLC holds $172,540 across 12 Medical Care Facilities names. HCA ranks #5 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENSG |
Ensign Group, Inc
|
355 | $56,906 | |
| 2 | EHC |
Encompass Health Corp
|
511 | $51,651 | |
| 3 | CHE |
Chemed Corp
|
47 | $21,889 | |
| 4 | USPH |
U S Physical Therapy Inc /Nv
|
258 | $17,719 | |
| 5 | HCA |
HCA Healthcare, Inc.
This page
|
30 | $11,696 | |
| 6 | PACS |
PACS Group, Inc.
|
115 | $4,903 | |
| 7 | FMS |
Fresenius Medical Care AG
|
116 | $2,622 | |
| 8 | CON |
Concentra Group Holdings Parent, Inc.
|
58 | $1,725 |
All Filings in HCA
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,696 | 30 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $17,983 | 38 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $15,406 | 33 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $13,638 | 32 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $8,811 | 23 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $6,911 | 20 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,901 | 13 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $4,470 | 11 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $2,891 | 9 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $667 | 2 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $541 | 2 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $491 | 2 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||