Pathstone Holdings, LLC

Position in HCA — HCA Healthcare, Inc.

CIK 2011612 ENGLEWOOD, NJ

Position in HCA

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$9,795,594

+$246,442 QoQ

Shares Held

20,699

+1.2% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 59% Shared 1% None 40%

Healthcare · as of Mar 31, 2026

Pathstone Holdings, LLC holds $33,202,162 across 15 Medical Care Facilities names. HCA ranks #1 (29.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HCA	HCA Healthcare, Inc. This page	20,699	$9,795,594
2	ENSG	Ensign Group, Inc	32,507	$6,550,160
3	THC	Tenet Healthcare Corp	19,943	$3,763,442
4	EHC	Encompass Health Corp	29,610	$2,864,174
5	OPCH	Option Care Health, Inc.	56,777	$1,528,436
6	FMS	Fresenius Medical Care AG	67,085	$1,513,437
7	CHE	Chemed Corp	3,922	$1,481,495
8	DVA	Davita Inc.	8,028	$1,233,821

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$9,795,594	20,699	+1.2%	Shares	Sole	2026-05-11
2025-12-31	$9,549,152	20,454	-1.0%	Shares	Defined	2026-02-13
2025-09-30	$8,804,013	20,657	+0.3%	Shares	Defined	2025-11-13
2025-06-30	$7,889,176	20,593	-4.2%	Shares	Other	2025-08-12
2025-03-31	$7,426,560	21,492	-0.8%	Shares	Other	2025-05-15
2024-12-31	$6,503,049	21,666	-21.5%	Shares	Other	2025-02-14
2024-09-30	$11,212,996	27,589	+23.1%	Shares	Defined	2024-11-07
2024-06-30	$7,201,169	22,414	-0.8%	Shares	Defined	2024-08-14
2024-03-31	$7,532,440	22,584	+24.1%	Shares	Sole	2024-05-13
2023-12-31	$4,927,728	18,205	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.