Position in HCA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$401,586
-$49,410 QoQ
Shares Held
1,030
+8.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
#872
of 1,326 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HCA Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Horizon Family Wealth, Inc. holds $401,586 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
|
1,030 | $401,586 |
All Filings in HCA
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $401,586 | 1,030 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $450,996 | 953 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $436,980 | 936 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $398,497 | 935 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $357,432 | 933 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $321,707 | 931 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $242,821 | 809 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $317,421 | 781 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $247,385 | 770 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $256,151 | 768 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||