AF
NHC icon

Allworth Financial’s National Healthcare NHC Stock Holding History

Allworth Financial’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 		$27.5K Buy
130
+14
+12% +$2.57K ﹤0.01% 2948
2026
Q1 		$18.5K Buy
116
+25
+27% +$3.84K ﹤0.01% 3047
2025
Q4 		$12.5K Sell
91
-1
-1% -$129 ﹤0.01% 3117
2025
Q3 		$11.2K Buy
92
+4
+5% +$431 ﹤0.01% 3073
2025
Q2 		$9.42K Sell
88
-30
-25% -$3K ﹤0.01% 2915
2025
Q1 		$11.1K Sell
118
-446
-79% -$43.2K ﹤0.01% 2375
2024
Q4 		$54.6K Buy
564
+446
+378% +$54.3K ﹤0.01% 1530
2024
Q3 		$14.8K Hold
118
– – ﹤0.01% 2090
2024
Q2 		$14.7K Buy
118
+30
+34% +$2.92K ﹤0.01% 2061
2024
Q1 		$8.32K Hold
88
– – ﹤0.01% 2182
2023
Q4 		$8.13K Hold
88
– – ﹤0.01% 2063
2023
Q3 		$5.63K Sell
88
-20
-19% -$1.28K ﹤0.01% 2055
2023
Q2 		$6.68K Sell
108
-12
-10% -$712 ﹤0.01% 1990
2023
Q1 		$6.97K Buy
+120
New +$6.9K ﹤0.01% 1918
2022
Q4 		– Sell
-15
Closed -$1K – 3134
2022
Q3 		$1K Buy
+15
New +$1.04K ﹤0.01% 2442
2022
Q1 		– Sell
-126
Closed -$9K – 2281
2021
Q4 		$9K Buy
+126
New +$8.72K ﹤0.01% 1411

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

Allworth Financial's NHC Position: Q2 2026 in Review

Allworth Financial increased its National Healthcare (NHC) stake by 12% in Q2 2026, buying an estimated $2.57K and bringing the position to 130 shares worth $27.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2948.

Allworth Financial first reported a position in NHC in Q4 2021 and has held it in 16 quarters since. The position peaked at $54.6K in Q4 2024. 249 funds tracked by Wall St. Rank hold NHC as of Q2 2026.

  • Allworth Financial held 130 shares of National Healthcare worth $27.5K as of Q2 2026.
  • Allworth Financial bought 14 National Healthcare shares in Q2 2026, an estimated $2.57K.
  • National Healthcare made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2948 holding.
  • Allworth Financial first reported a position in National Healthcare in Q4 2021 and has held it in 16 quarters since.
  • Allworth Financial's National Healthcare position peaked at $54.6K in Q4 2024.
  • 249 funds tracked by Wall St. Rank held National Healthcare as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.