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
Q2 		$41.6K Buy
197
+18
+10% +$3.31K ﹤0.01% 1897
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 $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

AssetMark Inc's NHC Position: Q2 2026 in Review

AssetMark Inc increased its National Healthcare (NHC) stake by 10% in Q2 2026, buying an estimated $3.31K and bringing the position to 197 shares worth $41.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1897.

AssetMark Inc first reported a position in NHC in Q2 2024 and has held it in 9 quarters since. 249 funds tracked by Wall St. Rank hold NHC as of Q2 2026.

  • AssetMark Inc held 197 shares of National Healthcare worth $41.6K as of Q2 2026.
  • AssetMark Inc bought 18 National Healthcare shares in Q2 2026, an estimated $3.31K.
  • National Healthcare made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1897 holding.
  • AssetMark Inc first reported a position in National Healthcare in Q2 2024 and has held it in 9 quarters since.
  • 249 funds tracked by Wall St. Rank held National Healthcare as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.