Position in HCA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,513,230
-$1,143,968 QoQ
Shares Held
6,446
-16.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#494
of 1,324 holders
Holding Since
Dec 2021
19 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, 2026HB Wealth Management, LLC holds $4,791,293 across 7 Medical Care Facilities names. HCA ranks #1 (52.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
This page
|
6,446 | $2,513,230 | |
| 2 | CHE |
Chemed Corp
|
1,163 | $541,655 | |
| 3 | DVA |
Davita Inc.
|
2,420 | $538,401 | |
| 4 | THC |
Tenet Healthcare Corp
|
2,211 | $413,633 | |
| 5 | ENSG |
Ensign Group, Inc
|
2,095 | $335,828 | |
| 6 | UHS |
Universal Health Services Inc
|
1,568 | $233,145 | |
| 7 | EHC |
Encompass Health Corp
|
2,131 | $215,401 |
All Filings in HCA
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,513,230 | 6,446 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $3,657,198 | 7,728 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,392,204 | 7,266 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,930,551 | 6,876 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,020,852 | 5,275 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,115,802 | 6,123 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,179,589 | 3,930 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,850,882 | 4,554 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,372,829 | 4,273 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,039,946 | 3,118 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $767,648 | 2,836 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $857,240 | 3,485 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $904,977 | 2,982 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $727,493 | 2,759 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $549,988 | 2,292 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $383,753 | 2,088 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $277,971 | 1,654 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $375,178 | 1,497 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $350,181 | 1,363 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||