BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in HCA — HCA Healthcare, Inc.
CIK 2010186
CINCINNATI, OH
Position in HCA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$43,667
-$3,657 QoQ
Shares Held
112
+12.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,150
of 1,326 holders
Holding Since
Dec 2020
18 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, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $403,203 across 7 Medical Care Facilities names. HCA ranks #4 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENSG |
Ensign Group, Inc
|
886 | $142,025 | |
| 2 | ADUS |
Addus HomeCare Corp
|
1,100 | $110,517 | |
| 3 | CHE |
Chemed Corp
|
225 | $104,791 | |
| 4 | HCA |
HCA Healthcare, Inc.
This page
|
112 | $43,667 | |
| 5 | DVA |
Davita Inc.
|
8 | $1,779 | |
| 6 | UHS |
Universal Health Services Inc
|
2 | $297 | |
| 7 | WW |
Ww International, Inc.
|
8 | $127 |
All Filings in HCA
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,667 | 112 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $47,324 | 100 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $46,219 | 99 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $42,193 | 99 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $34,095 | 89 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $30,753 | 89 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $2,701 | 9 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $4,470 | 11 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $3,534 | 11 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $3,668 | 11 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,977 | 11 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $78,713 | 320 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $1,102 | 6 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $1,848 | 11 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $4,368 | 18 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $3,514 | 17 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $3,201 | 17 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $2,795 | 17 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||