Cerro Pacific Wealth Advisors LLC

Position in HCA — HCA Healthcare, Inc.

CIK 1842669 San Luis Obispo, CA

Position in HCA

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$678,018

-$143,526 QoQ

Shares Held

1,739

+0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#762

of 1,326 holders

Holding Since

Dec 2020

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Cerro Pacific Wealth Advisors LLC holds $678,018 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	1,739	$678,018

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$678,018	1,739	+0.2%	Shares	Sole	2026-07-15
2026-03-31	$821,544	1,736	+0.1%	Shares	Sole	2026-04-13
2025-12-31	$809,535	1,734	+0.2%	Shares	Sole	2026-02-02
2025-09-30	$737,752	1,731	0.0%	Shares	Sole	2025-10-28
2025-06-30	$663,146	1,731	+0.5%	Shares	Sole	2025-07-25
2025-03-31	$595,382	1,723	+0.3%	Shares	Sole	2025-04-08
2024-12-31	$515,357	1,717	+0.1%	Shares	Sole	2025-01-17
2024-09-30	$697,027	1,715	0.0%	Shares	Sole	2024-10-09
2024-06-30	$550,995	1,715	-2.0%	Shares	Sole	2024-08-09
2023-03-31	$461,440	1,750	-2.6%	Shares	Sole	2023-05-10
2022-12-31	$431,208	1,797	-1.3%	Shares	Other	2023-01-19
2022-09-30	$334,681	1,821	-15.7%	Shares	Other	2022-10-12
2022-06-30	$363,177	2,161	-4.2%	Shares	Other	2022-07-18
2022-03-31	$565,398	2,256	+0.1%	Shares	Other	2022-04-13
2021-12-31	$578,840	2,253	-1.6%	Shares	Other	2022-01-19
2021-09-30	$555,586	2,289	-1.2%	Shares	Other	2021-11-09
2021-06-30	$478,809	2,316	-18.5%	Shares	Other	2021-08-16
2020-12-31	$467,395	2,842	—	Shares	Other	2021-02-12
No filing history on record for this holder in this stock.