Position in HCA
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$221,847
-$47,426 QoQ
Shares Held
569
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,042
of 1,326 holders
Holding Since
Mar 2026
2 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, 2026Vertrix Wealth Management, LLC holds $221,847 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
|
569 | $221,847 |
All Filings in HCA
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $221,847 | 569 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $269,273 | 569 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||