Position in HCA
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$618,365
-$109,004 QoQ
Shares Held
1,586
+3.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#772
of 1,326 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in HCA Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026VALLEY WEALTH MANAGERS, INC. holds $618,365 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
|
1,586 | $618,365 |
All Filings in HCA
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $618,365 | 1,586 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $727,369 | 1,537 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $730,635 | 1,565 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $680,215 | 1,596 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $532,125 | 1,389 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $508,995 | 1,473 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $454,727 | 1,515 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $562,092 | 1,383 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $388,427 | 1,209 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $389,896 | 1,169 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $265,537 | 981 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $231,713 | 942 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $269,490 | 888 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $234,147 | 888 | Shares | Sole | 2023-05-03 | |
| No filing history on record for this holder in this stock. | ||||||