STA
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Summit Trail Advisors’s Tenet Healthcare THC Stock Holding History

Summit Trail Advisors’s Portfolio THC Stock Details THC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.77M Buy
9,378
+1,704
+22% +$359K 0.03% 619
2025
Q4 		$1.52M Buy
7,674
+255
+3% +$51.5K 0.03% 577
2025
Q3 		$1.51M Buy
7,419
+1,551
+26% +$275K 0.02% 602
2025
Q2 		$1.03M Buy
5,868
+2,955
+101% +$445K 0.02% 467
2025
Q1 		$392K Buy
2,913
+940
+48% +$124K 0.01% 279
2024
Q4 		$249K Buy
1,973
+65
+3% +$9.66K 0.01% 328
2024
Q3 		$317K Buy
+1,908
New +$289K 0.01% 528
2018
Q1 		– Sell
-32
Closed -$1K – 1533
2017
Q4 		$1K Buy
+32
New +$450 ﹤0.01% 1869

Other funds holding THC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return