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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
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% -$1.09K 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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Pinnacle Wealth Planning Services's HCA Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its HCA Healthcare (HCA) stake by 0.64% in Q1 2026, buying an estimated $3.52K and bringing the position to 1,101 shares worth $521K. The position accounts for 0.05% of the portfolio, ranked #205.

Pinnacle Wealth Planning Services first reported a position in HCA in Q4 2020 and has held it in 18 quarters since. 1,414 funds tracked by Wall St. Rank hold HCA as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,101 shares of HCA Healthcare worth $521K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 7 HCA Healthcare shares in Q1 2026, an estimated $3.52K.
  • HCA Healthcare made up 0.05% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #205 holding.
  • Pinnacle Wealth Planning Services first reported a position in HCA Healthcare in Q4 2020 and has held it in 18 quarters since.
  • 1,414 funds tracked by Wall St. Rank held HCA Healthcare as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.