AssetMark Inc
NHC icon

AssetMark Inc’s National Healthcare NHC Stock Holding History

AssetMark Inc’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 		$28.6K Buy
179
+25
+16% +$3.84K ﹤0.01% 1937
2025
Q4 		$21.1K Sell
154
-62
-29% -$8.01K ﹤0.01% 1982
2025
Q3 		$26.2K Sell
216
-1
-0.5% -$108 ﹤0.01% 1844
2025
Q2 		$23.2K Sell
217
-51
-19% -$5.1K ﹤0.01% 1771
2025
Q1 		$24.9K Buy
268
+83
+45% +$8.04K ﹤0.01% 1647
2024
Q4 		$19.9K Buy
185
+34
+23% +$4.14K ﹤0.01% 1656
2024
Q3 		$19K Buy
151
+139
+1,158% +$17.5K ﹤0.01% 1504
2024
Q2 		$1.3K Buy
+12
New +$1.17K ﹤0.01% 1817

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

AssetMark Inc's NHC Position: Q1 2026 in Review

AssetMark Inc increased its National Healthcare (NHC) stake by 16% in Q1 2026, buying an estimated $3.84K and bringing the position to 179 shares worth $28.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1937.

AssetMark Inc first reported a position in NHC in Q2 2024 and has held it in 8 quarters since. 238 funds tracked by Wall St. Rank hold NHC as of Q1 2026.

  • AssetMark Inc held 179 shares of National Healthcare worth $28.6K as of Q1 2026.
  • AssetMark Inc bought 25 National Healthcare shares in Q1 2026, an estimated $3.84K.
  • National Healthcare made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #1937 holding.
  • AssetMark Inc first reported a position in National Healthcare in Q2 2024 and has held it in 8 quarters since.
  • 238 funds tracked by Wall St. Rank held National Healthcare as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.