Apella Capital, LLC THC — TENET HEALTHCARE CORP

Ownership history in Apella Capital, LLC  ·  4 quarters on record

AI Ownership Summary

Apella Capital, LLC reported TENET HEALTHCARE CORP (THC) in 4 quarterly 13F filings from 2026 Q1 through 2026 Q3. Peak portfolio weight reached 0.01% in 2026 Q3. The latest visible filing shows THC at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this THC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Apella Capital, LLC's position in TENET HEALTHCARE CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

THC was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

THC stock page Apella Capital, LLC fund profile Apella Capital, LLC full holdings
How Apella Capital, LLC held THC — position size vs. price
% of Fund (quarterly)    THC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 3,258 +465 +16.6% 0.01% $847K 2026-10-08 $260.57
2026 Q2 ADDED — — — 2,793 +1,993 +249.1% 0.01% $583K 2026-07-08 $206.26
2026 Q2 REDUCED 73.1% +37.9% ❌ 800 -2,173 -73.1% 0.00% $167K 2026-07-08 $206.26
2026 Q1 INITIATED — — — 2,973 — — 0.01% $585K 2026-04-20 $191.26

🏢 Other funds also holding THC

As of 2026 Q3 — sorted by position size

Whalen Wealth Management Inc. 0.23% Rosenberg Matthew Hamilton 3Y 0.09% PFW Advisors LLC 3Y 0.07% BAKER TILLY WEALTH MANAGEMENT, LLC 3Y 0.04% Byrne Asset Management LLC 3Y 0.04% Gradient Investments LLC 3Y 7Y 0.03% GAMMA Investing LLC 0.03% Versant Capital Management, Inc 3Y 7Y 0.02% Central Pacific Bank - Trust Division 0.01% Farther Finance Advisors, LLC 3Y 0.01%

FAQ About Apella Capital, LLC and THC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Apella Capital, LLC reported owning THC?

Apella Capital, LLC reported THC across 4 quarterly 13F filings, from 2026 Q1 through 2026 Q3.

What was the largest reported THC position in Apella Capital, LLC's portfolio?

The largest reported portfolio weight for THC was 0.01% in 2026 Q3.

What is the latest reported THC position on this page?

The most recent filing on this page is 2026 Q3, when Apella Capital, LLC reported 3,258 shares, equal to 0.01% of portfolio, with an estimated market value of $847K.

What does the chart on this THC ownership page compare?

The chart compares Apella Capital, LLC's quarterly THC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Apella Capital, LLC time their THC position?

Based on 13F filing dates vs. subsequent THC price moves, Apella Capital, LLC correctly timed 3 out of 3 reported position changes (100%).

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