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
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

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