Position in HCA
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$456,561
-$90,504 QoQ
Shares Held
1,171
+1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#837
of 1,326 holders
Holding Since
Jun 2024
9 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, 2026SAX WEALTH ADVISORS, LLC holds $456,561 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
|
1,171 | $456,561 |
All Filings in HCA
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $456,561 | 1,171 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $547,065 | 1,156 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $539,690 | 1,156 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $487,572 | 1,144 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $457,804 | 1,195 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $408,785 | 1,183 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $298,949 | 996 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $482,432 | 1,187 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $332,203 | 1,034 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||