Position in HCA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,246,477
-$75,281 QoQ
Shares Held
3,197
+14.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#631
of 1,326 holders
Holding Since
Dec 2023
11 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, 2026Concurrent Investment Advisors, LLC holds $4,044,901 across 6 Medical Care Facilities names. HCA ranks #1 (30.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
This page
|
3,197 | $1,246,477 | |
| 2 | THC |
Tenet Healthcare Corp
|
6,460 | $1,208,536 | |
| 3 | MD |
Pediatrix Medical Group, Inc.
|
28,384 | $718,965 | |
| 4 | DVA |
Davita Inc.
|
1,867 | $415,369 | |
| 5 | ENSG |
Ensign Group, Inc
|
1,483 | $237,724 | |
| 6 | UHS |
Universal Health Services Inc
|
1,465 | $217,830 |
All Filings in HCA
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,246,477 | 3,197 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,321,758 | 2,793 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,377,703 | 2,951 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $974,293 | 2,286 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $856,228 | 2,235 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $740,168 | 2,142 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $611,105 | 2,036 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,098,580 | 2,703 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $688,181 | 2,142 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $700,413 | 2,100 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $527,284 | 1,948 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||