AWM
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Abound Wealth Management’s National Healthcare NHC Stock Holding History

Abound Wealth Management’s Portfolio NHC Stock Details NHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$212 Hold
1
– – ﹤0.01% 1102
2026
Q1 		$160 Buy
+1
New +$153 ﹤0.01% 1303

Other funds holding NHC

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YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
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BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
RIM
Reliant Investment Management Memphis, Tennessee $281M AUM 34.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

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

Abound Wealth Management held its National Healthcare (NHC) position steady in Q2 2026 at 1 share worth $212. The position accounts for ﹤0.01% of the portfolio, ranked #1102.

Abound Wealth Management first reported a position in NHC in Q1 2026 and has held it in 2 quarters since. 20 funds tracked by Wall St. Rank hold NHC as of Q2 2026.

  • Abound Wealth Management held 1 share of National Healthcare worth $212 as of Q2 2026.
  • Abound Wealth Management left its National Healthcare share count unchanged in Q2 2026.
  • National Healthcare made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #1102 holding.
  • Abound Wealth Management first reported a position in National Healthcare in Q1 2026 and has held it in 2 quarters since.
  • 20 funds tracked by Wall St. Rank held National Healthcare as of Q2 2026.

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