Position in HCA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$21,054
-$106,720 QoQ
Shares Held
54
-80.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,191
of 1,326 holders
Holding Since
Jun 2025
5 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, 2026Cassaday & Co Wealth Management LLC holds $152,132 across 5 Medical Care Facilities names. HCA ranks #2 (13.8% of the industry book) .
All Filings in HCA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,054 | 54 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $127,774 | 270 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $328,669 | 704 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $300,044 | 704 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $269,702 | 704 | Shares | Sole | 2025-08-05 | |
| No filing history on record for this holder in this stock. | ||||||