Mowery & Schoenfeld Wealth Management, LLC
Position in HCA — HCA Healthcare, Inc.
CIK 2019946
LINCOLNSHIRE, IL
Position in HCA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$13,646
-$2,917 QoQ
Shares Held
35
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,215
of 1,326 holders
Holding Since
Dec 2024
7 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, 2026Mowery & Schoenfeld Wealth Management, LLC holds $149,093 across 2 Medical Care Facilities names. HCA ranks #2 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EHC |
Encompass Health Corp
|
1,340 | $135,447 | |
| 2 | HCA |
HCA Healthcare, Inc.
This page
|
35 | $13,646 |
All Filings in HCA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,646 | 35 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $16,563 | 35 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $17,273 | 37 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $14,917 | 35 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $13,408 | 35 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $12,094 | 35 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $11,705 | 39 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||