Position in HCA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$447,983
-$119,431 QoQ
Shares Held
1,149
-4.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#844
of 1,326 holders
Holding Since
Mar 2020
26 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, 2026Caldwell Trust Co holds $447,983 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
|
1,149 | $447,983 |
All Filings in HCA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $447,983 | 1,149 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $567,414 | 1,199 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $586,376 | 1,256 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $558,748 | 1,311 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $478,108 | 1,248 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $486,188 | 1,407 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $436,117 | 1,453 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $597,045 | 1,469 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $478,064 | 1,488 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $505,297 | 1,515 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $430,381 | 1,590 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $391,108 | 1,590 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $488,299 | 1,609 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $417,932 | 1,585 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $374,577 | 1,561 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $286,528 | 1,559 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $252,090 | 1,500 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $337,585 | 1,347 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $329,885 | 1,284 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $301,215 | 1,241 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $240,852 | 1,165 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $189,281 | 1,005 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $89,795 | 546 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $68,075 | 546 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $55,906 | 576 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $112,222 | 1,249 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||