WWM
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Whalen Wealth Management’s Tenet Healthcare THC Stock Holding History

Whalen Wealth Management’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
Q3 		$549K Sell
2,147
-864
-29% -$213K 0.23% 104
2026
Q2 		$563K Buy
3,011
+1,112
+59% +$204K 0.25% 94
2026
Q1 		$358K Sell
1,899
-406
-18% -$85.5K 0.19% 136
2025
Q4 		$458K Sell
2,305
-252
-10% -$50.9K 0.25% 115
2025
Q3 		$519K Sell
2,557
-90
-3% -$16K 0.3% 75
2025
Q2 		$466K Sell
2,647
-545
-17% -$82K 0.29% 100
2025
Q1 		$429K Buy
+3,192
New +$420K 0.29% 72

Other funds holding THC

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

Whalen Wealth Management's THC Position: Q3 2026 in Review

Whalen Wealth Management reduced its Tenet Healthcare (THC) stake by 29% in Q3 2026, selling an estimated $213K and leaving 2,147 shares worth $549K. The position accounts for 0.23% of the portfolio, ranked #104.

Whalen Wealth Management first reported a position in THC in Q1 2025 and has held it in 7 quarters since. The position peaked at $563K in Q2 2026. 25 funds tracked by Wall St. Rank hold THC as of Q3 2026.

  • Whalen Wealth Management held 2,147 shares of Tenet Healthcare worth $549K as of Q3 2026.
  • Whalen Wealth Management sold 864 Tenet Healthcare shares in Q3 2026, an estimated $213K.
  • Tenet Healthcare made up 0.23% of Whalen Wealth Management's portfolio in Q3 2026, its #104 holding.
  • Whalen Wealth Management first reported a position in Tenet Healthcare in Q1 2025 and has held it in 7 quarters since.
  • Whalen Wealth Management's Tenet Healthcare position peaked at $563K in Q2 2026.
  • 25 funds tracked by Wall St. Rank held Tenet Healthcare as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.