Position in HCA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,969,012
-$882,214 QoQ
Shares Held
7,615
-6.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#65
of 306 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in HCA Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Spire Wealth Management holds $3,491,200 across 8 Medical Care Facilities names. HCA ranks #1 (85.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
This page
|
7,615 | $2,969,012 | |
| 2 | SNDA |
Sonida Senior Living, Inc.
|
9,300 | $379,440 | |
| 3 | ENSG |
Ensign Group, Inc
|
434 | $69,570 | |
| 4 | NUTX |
Nutex Health Inc.
|
203 | $34,690 | |
| 5 | THC |
Tenet Healthcare Corp
|
164 | $30,681 | |
| 6 | SRTA |
Strata Critical Medical, Inc.
|
763 | $4,021 | |
| 7 | DVA |
Davita Inc.
|
9 | $2,002 | |
| 8 | UHS |
Universal Health Services Inc
|
12 | $1,784 |
All Filings in HCA
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,969,012 | 7,615 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,851,226 | 8,138 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,994,920 | 8,557 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $3,677,679 | 8,629 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,751,423 | 7,182 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,682,871 | 10,658 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,975,386 | 9,913 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $3,276,638 | 8,062 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $763,361 | 2,376 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $977,242 | 2,930 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $748,430 | 2,765 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $590,106 | 2,399 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $124,426 | 410 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $109,954 | 417 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $55,430 | 231 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $37,309 | 203 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $42,183 | 251 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $68,920 | 275 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $80,929 | 315 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $66,748 | 275 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $61,401 | 297 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $62,905 | 334 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||