Position in HCA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$717,787
+$151,319 QoQ
Shares Held
1,841
+53.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#744
of 1,324 holders
Holding Since
Mar 2020
26 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, 2026Clearstead Advisors, LLC holds $1,504,340 across 33 Medical Care Facilities names. HCA ranks #1 (47.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
This page
|
1,841 | $717,787 | |
| 2 | OPCH |
Option Care Health, Inc.
|
7,783 | $163,209 | |
| 3 | ASTH |
Astrana Health, Inc.
|
2,682 | $124,471 | |
| 4 | DVA |
Davita Inc.
|
505 | $112,352 | |
| 5 | MD |
Pediatrix Medical Group, Inc.
|
3,376 | $85,514 | |
| 6 | UHS |
Universal Health Services Inc
|
379 | $56,353 | |
| 7 | CHE |
Chemed Corp
|
110 | $51,231 | |
| 8 | SNDA |
Sonida Senior Living, Inc.
|
1,239 | $50,551 |
All Filings in HCA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $717,787 | 1,841 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $566,468 | 1,197 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $500,940 | 1,073 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $366,105 | 859 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $353,601 | 923 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $45,958 | 133 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $205,302 | 684 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $170,700 | 420 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $122,407 | 381 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $57,700 | 173 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $36,812 | 136 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $24,843 | 101 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $27,313 | 90 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $24,785 | 94 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $17,277 | 72 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $13,232 | 72 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $8,739 | 52 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,761 | 19 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $4,881 | 19 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,611 | 19 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $6,822 | 33 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $3,578 | 19 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,124 | 19 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,368 | 19 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,844 | 19 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,707 | 19 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||