Cornerstone Planning Group’s HCA Healthcare HCA Stock Holding History

Cornerstone Planning Group’s Portfolio HCA Stock Details HCA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.2K	Sell	30 -8	-21%	-$3.38K	﹤0.01%	860
2026 Q1	$15.9K	Buy	38 +5	+15%	+$2.52K	﹤0.01%	746
2025 Q4	$16.2K	Buy	33 +1	+3%	+$464	﹤0.01%	641
2025 Q3	$14.9K	Buy	32 +9	+39%	+$3.49K	﹤0.01%	663
2025 Q2	$8.37K	Buy	23 +3	+15%	+$1.08K	﹤0.01%	599
2025 Q1	$6.72K	Buy	20 +7	+54%	+$2.25K	﹤0.01%	654
2024 Q4	$4.32K	Buy	13 +2	+18%	+$699	﹤0.01%	613
2024 Q3	$3.97K	Buy	11 +2	+22%	+$732	﹤0.01%	624
2024 Q2	$3.15K	Buy	9 +7	+350%	+$2.27K	﹤0.01%	671
2024 Q1	$616	Hold	2	–	–	﹤0.01%	877
2023 Q4	$541	Hold	2	–	–	﹤0.01%	773
2023 Q3	$492	Buy	+2	New	+$547	﹤0.01%	892

Other funds holding HCA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

CAM

Crake Asset Management London, United Kingdom $4.18B AUM 13.97% 1-Year Est. Return

Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Cornerstone Planning Group's HCA Position: Q2 2026 in Review

Cornerstone Planning Group reduced its HCA Healthcare (HCA) stake by 21% in Q2 2026, selling an estimated $3.38K and leaving 30 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #860.

Cornerstone Planning Group first reported a position in HCA in Q3 2023 and has held it in 12 quarters since. The position peaked at $16.2K in Q4 2025. 819 funds tracked by Wall St. Rank hold HCA as of Q2 2026.

Cornerstone Planning Group held 30 shares of HCA Healthcare worth $11.2K as of Q2 2026.
Cornerstone Planning Group sold 8 HCA Healthcare shares in Q2 2026, an estimated $3.38K.
HCA Healthcare made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #860 holding.
Cornerstone Planning Group first reported a position in HCA Healthcare in Q3 2023 and has held it in 12 quarters since.
Cornerstone Planning Group's HCA Healthcare position peaked at $16.2K in Q4 2025.
819 funds tracked by Wall St. Rank held HCA Healthcare as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.