Modern Wealth Management, LLC

Position in HCA — HCA Healthcare, Inc.

CIK 2001900 KANSAS CITY, MO

Position in HCA

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$323,218

-$31,237 QoQ

Shares Held

829

+10.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#934

of 1,324 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 45% Shared 0% None 55%

Healthcare · as of Jun 30, 2026

Modern Wealth Management, LLC holds $1,084,689 across 4 Medical Care Facilities names. HCA ranks #2 (29.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	THC	Tenet Healthcare Corp	2,233	$417,748
2	HCA	HCA Healthcare, Inc. This page	829	$323,218
3	SNDA	Sonida Senior Living, Inc.	6,515	$265,812
4	SRTA	Strata Critical Medical, Inc.	14,784	$77,911

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$323,218	829	+10.7%	Shares	Other	2026-08-14
2026-03-31	$354,455	749	+18.0%	Shares	Other	2026-05-14
2025-12-31	$296,454	635	+4.1%	Shares	Other	2026-02-17
2025-09-30	$259,981	610	+4.5%	Shares	Other	2025-11-12
2025-06-30	$223,729	584	—	Shares	Other	2025-11-12
No filing history on record for this holder in this stock.