AE Wealth Management’s National Healthcare NHC Stock Holding History

AE 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 Q1	$3.56M	Sell	22,274 -9	-0%	-$1.38K	0.02%	493
2025 Q4	$3.05M	Sell	22,283 -86	-0.4%	-$11.1K	0.02%	493
2025 Q3	$2.72M	Sell	22,369 -222	-1%	-$23.9K	0.02%	490
2025 Q2	$2.42M	Sell	22,591 -1,073	-5%	-$107K	0.02%	489
2025 Q1	$2.2M	Sell	23,664 -1,026	-4%	-$99.4K	0.02%	507
2024 Q4	$2.66M	Sell	24,690 -556	-2%	-$67.6K	0.02%	472
2024 Q3	$3.18M	Sell	25,246 -1,008	-4%	-$127K	0.03%	426
2024 Q2	$2.85M	Sell	26,254 -2,442	-9%	-$238K	0.03%	442
2024 Q1	$2.71M	Sell	28,696 -304	-1%	-$28.8K	0.03%	420
2023 Q4	$2.83M	Sell	29,000 -5,638	-16%	-$432K	0.01%	784
2023 Q3	$2.22M	Sell	34,638 -362	-1%	-$23.2K	0.01%	817
2023 Q2	$2.16M	Hold	35,000	–	–	0.01%	822
2023 Q1	$2.03M	Hold	35,000	–	–	0.01%	793
2022 Q4	$2.08M	Hold	35,000	–	–	0.02%	730
2022 Q3	$2.22M	Hold	35,000	–	–	0.02%	663
2022 Q2	$2.45M	Hold	35,000	–	–	0.02%	605
2022 Q1	$2.46M	Sell	35,000 -997	-3%	-$67.1K	0.02%	647
2021 Q4	$2.45M	Buy	+35,997	New	+$2.49M	0.02%	635

Other funds holding NHC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MSIIA

Morgan Stanley Institutional Investment Advisors Greenwood Village, Colorado $1.04B AUM 22.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AE Wealth Management's NHC Position: Q1 2026 in Review

AE Wealth Management reduced its National Healthcare (NHC) stake by 0.04% in Q1 2026, selling an estimated $1.38K and leaving 22,274 shares worth $3.56M. The position accounts for 0.02% of the portfolio, ranked #493.

AE Wealth Management first reported a position in NHC in Q4 2021 and has held it in 18 quarters since. 238 funds tracked by Wall St. Rank hold NHC as of Q1 2026.

AE Wealth Management held 22,274 shares of National Healthcare worth $3.56M as of Q1 2026.
AE Wealth Management sold 9 National Healthcare shares in Q1 2026, an estimated $1.38K.
National Healthcare made up 0.02% of AE Wealth Management's portfolio in Q1 2026, its #493 holding.
AE Wealth Management first reported a position in National Healthcare in Q4 2021 and has held it in 18 quarters since.
238 funds tracked by Wall St. Rank held National Healthcare as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.