Compass Wealth Management LLC

Position in HCA — HCA Healthcare, Inc.

CIK 1965653 GUILFORD, CT

Position in HCA

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$4,298,927

-$930,848 QoQ

Shares Held

11,026

-0.2% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.90%

of 13F equity value

Holder Rank

#396

of 1,326 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Compass Wealth Management LLC holds $9,141,885 across 2 Medical Care Facilities names. HCA ranks #2 (47.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	OPCH	Option Care Health, Inc.	230,947	$4,842,958
2	HCA	HCA Healthcare, Inc. This page	11,026	$4,298,927

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,298,927	11,026	-0.2%	Shares	Sole	2026-08-10
2026-03-31	$5,229,775	11,051	-7.1%	Shares	Sole	2026-04-21
2025-12-31	$5,555,634	11,900	-1.1%	Shares	Sole	2026-02-11
2025-09-30	$5,128,038	12,032	-5.6%	Shares	Sole	2025-11-07
2025-06-30	$4,883,375	12,747	-2.0%	Shares	Sole	2025-08-08
2025-03-31	$4,494,568	13,007	-14.1%	Shares	Sole	2025-04-29
2024-12-31	$4,546,071	15,146	-3.0%	Shares	Sole	2025-01-21
2024-09-30	$6,348,843	15,621	-4.1%	Shares	Sole	2024-10-16
2024-06-30	$5,234,293	16,292	-0.7%	Shares	Sole	2024-07-16
2024-03-31	$5,472,226	16,407	-2.0%	Shares	Sole	2024-04-05
2023-12-31	$4,530,371	16,737	-2.8%	Shares	Sole	2024-01-04
2023-09-30	$4,234,053	17,213	-1.5%	Shares	Sole	2023-10-25
2023-06-30	$5,304,223	17,478	-1.7%	Shares	Sole	2023-07-27
2023-03-31	$4,687,703	17,778	-6.3%	Shares	Sole	2023-05-15
2022-12-31	$4,551,561	18,968	—	Shares	Sole	2023-02-17
No filing history on record for this holder in this stock.