Abound Wealth Management’s NACCO Industries NC Stock Holding History

Abound Wealth Management’s Portfolio NC Stock Details NC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.1K	Hold	142	–	–	﹤0.01%	535
2026 Q1	$7.37K	Hold	142	–	–	﹤0.01%	632
2025 Q4	$6.96K	Hold	142	–	–	﹤0.01%	583
2025 Q3	$5.98K	Hold	142	–	–	﹤0.01%	606
2025 Q2	$6.29K	Hold	142	–	–	﹤0.01%	528
2025 Q1	$4.79K	Hold	142	–	–	﹤0.01%	551
2024 Q4	$4.23K	Hold	142	–	–	﹤0.01%	560
2024 Q3	$4.02K	Hold	142	–	–	﹤0.01%	588
2024 Q2	$3.93K	Hold	142	–	–	﹤0.01%	544
2024 Q1	$4.29K	Hold	142	–	–	﹤0.01%	559
2023 Q4	$5.18K	Hold	142	–	–	﹤0.01%	495
2023 Q3	$4.97K	Hold	142	–	–	﹤0.01%	461
2023 Q2	$4.92K	Buy	+142	New	+$4.85K	﹤0.01%	488

Other funds holding NC

BAM

Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return

Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Abound Wealth Management's NC Position: Q2 2026 in Review

Abound Wealth Management held its NACCO Industries (NC) position steady in Q2 2026 at 142 shares worth $7.1K. The position accounts for ﹤0.01% of the portfolio, ranked #535.

Abound Wealth Management first reported a position in NC in Q2 2023 and has held it in 13 quarters since. The position peaked at $7.37K in Q1 2026. 6 funds tracked by Wall St. Rank hold NC as of Q2 2026.

Abound Wealth Management held 142 shares of NACCO Industries worth $7.1K as of Q2 2026.
Abound Wealth Management left its NACCO Industries share count unchanged in Q2 2026.
NACCO Industries made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #535 holding.
Abound Wealth Management first reported a position in NACCO Industries in Q2 2023 and has held it in 13 quarters since.
Abound Wealth Management's NACCO Industries position peaked at $7.37K in Q1 2026.
6 funds tracked by Wall St. Rank held NACCO Industries as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.