Pinnacle Wealth Planning Services
HCA icon

Pinnacle Wealth Planning Services’s HCA Healthcare HCA Stock Holding History

Pinnacle Wealth Planning Services’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
Q3 		$473K Buy
1,109
+2
+0.2% +$820 0.05% 245
2026
Q2 		$432K Buy
1,107
+6
+0.5% +$2.54K 0.04% 257
2026
Q1 		$521K Buy
1,101
+7
+0.6% +$3.52K 0.05% 205
2025
Q4 		$511K Sell
1,094
-1
-0.1% -$464 0.05% 210
2025
Q3 		$467K Buy
1,095
+116
+12% +$45K 0.05% 228
2025
Q2 		$375K Buy
979
+274
+39% +$98.7K 0.05% 248
2025
Q1 		$243K Buy
705
+20
+3% +$6.43K 0.04% 307
2024
Q4 		$205K Sell
685
-260
-28% -$90.9K 0.03% 352
2024
Q3 		$384K Sell
945
-8
-0.8% -$2.93K 0.05% 240
2024
Q2 		$306K Sell
953
-2
-0.2% -$650 0.04% 286
2024
Q1 		$318K Sell
955
-1
-0.1% -$306 0.05% 282
2023
Q4 		$259K Sell
956
-6
-0.6% -$1.48K 0.04% 314
2023
Q3 		$237K Sell
962
-4
-0.4% -$1.1K 0.04% 314
2023
Q2 		$293K Sell
966
-2
-0.2% -$556 0.05% 265
2023
Q1 		$255K Buy
968
+2
+0.2% +$508 0.04% 306
2022
Q4 		$232K Buy
+966
New +$216K 0.04% 324
2022
Q2 		– Sell
-1,113
Closed -$279K – 441
2022
Q1 		$279K Buy
1,113
+240
+27% +$60.3K 0.05% 282
2021
Q4 		$224K Sell
873
-87
-9% -$21.3K 0.04% 335
2021
Q3 		$233K Buy
+960
New +$235K 0.05% 292
2021
Q1 		– Sell
-667
Closed -$109K – 1028
2020
Q4 		$109K Buy
+667
New +$97.5K 0.03% 433

Other funds holding HCA

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Metropolis Capital
Metropolis Capital Amersham, United Kingdom $3.63B AUM 2.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Pinnacle Wealth Planning Services's HCA Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its HCA Healthcare (HCA) stake by 0.18% in Q3 2026, buying an estimated $820 and bringing the position to 1,109 shares worth $473K. The position accounts for 0.05% of the portfolio, ranked #245.

Pinnacle Wealth Planning Services first reported a position in HCA in Q4 2020 and has held it in 20 quarters since. The position peaked at $521K in Q1 2026. 848 funds tracked by Wall St. Rank hold HCA as of Q3 2026.

  • Pinnacle Wealth Planning Services held 1,109 shares of HCA Healthcare worth $473K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 2 HCA Healthcare shares in Q3 2026, an estimated $820.
  • HCA Healthcare made up 0.05% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #245 holding.
  • Pinnacle Wealth Planning Services first reported a position in HCA Healthcare in Q4 2020 and has held it in 20 quarters since.
  • Pinnacle Wealth Planning Services's HCA Healthcare position peaked at $521K in Q1 2026.
  • 848 funds tracked by Wall St. Rank held HCA Healthcare as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.