Position in THC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$497,819
-$144,172 QoQ
Shares Held
2,661
-21.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#375
of 671 holders
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in THC Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026EP Wealth Advisors, LLC holds $44,954,456 across 6 Medical Care Facilities names. THC ranks #2 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
111,026 | $43,287,927 | |
| 2 | THC |
Tenet Healthcare Corp
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|
2,661 | $497,819 | |
| 3 | UHS |
Universal Health Services Inc
|
2,337 | $347,488 | |
| 4 | CHE |
Chemed Corp
|
644 | $299,936 | |
| 5 | DVA |
Davita Inc.
|
1,322 | $294,118 | |
| 6 | OPCH |
Option Care Health, Inc.
|
10,833 | $227,168 |
All Filings in THC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $497,819 | 2,661 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $641,991 | 3,402 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $666,109 | 3,352 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $420,992 | 2,392 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $326,700 | 2,429 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $230,685 | 1,388 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||