Position in HCA
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,337,712
-$287,394 QoQ
Shares Held
3,431
-0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.40%
of 13F equity value
Holder Rank
#621
of 1,326 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HCA Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Lakeridge Wealth Management LLC holds $1,337,712 across 1 Medical Care Facilities name. HCA ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
This page
|
3,431 | $1,337,712 |
All Filings in HCA
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,337,712 | 3,431 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,625,106 | 3,434 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,099,922 | 2,356 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $999,439 | 2,345 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $898,752 | 2,346 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||