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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
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 $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
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
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
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
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Allworth Financial's NHC Position: Q1 2026 in Review

Allworth Financial increased its National Healthcare (NHC) stake by 27% in Q1 2026, buying an estimated $3.84K and bringing the position to 116 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3047.

Allworth Financial first reported a position in NHC in Q4 2021 and has held it in 15 quarters since. The position peaked at $54.6K in Q4 2024. 238 funds tracked by Wall St. Rank hold NHC as of Q1 2026.

  • Allworth Financial held 116 shares of National Healthcare worth $18.5K as of Q1 2026.
  • Allworth Financial bought 25 National Healthcare shares in Q1 2026, an estimated $3.84K.
  • National Healthcare made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3047 holding.
  • Allworth Financial first reported a position in National Healthcare in Q4 2021 and has held it in 15 quarters since.
  • Allworth Financial's National Healthcare position peaked at $54.6K in Q4 2024.
  • 238 funds tracked by Wall St. Rank held National Healthcare as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.