AWM
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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
Q2 		$4.71M Buy
22,277
+3
+0% +$551 0.02% 447
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MSIIA
Morgan Stanley Institutional Investment Advisors Greenwood Village, Colorado $1.07B AUM 29.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

AE Wealth Management increased its National Healthcare (NHC) stake by 0.01% in Q2 2026, buying an estimated $551 and bringing the position to 22,277 shares worth $4.71M. The position accounts for 0.02% of the portfolio, ranked #447.

AE Wealth Management first reported a position in NHC in Q4 2021 and has held it in 19 quarters since. 248 funds tracked by Wall St. Rank hold NHC as of Q2 2026.

  • AE Wealth Management held 22,277 shares of National Healthcare worth $4.71M as of Q2 2026.
  • AE Wealth Management bought 3 National Healthcare shares in Q2 2026, an estimated $551.
  • National Healthcare made up 0.02% of AE Wealth Management's portfolio in Q2 2026, its #447 holding.
  • AE Wealth Management first reported a position in National Healthcare in Q4 2021 and has held it in 19 quarters since.
  • 248 funds tracked by Wall St. Rank held National Healthcare as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.