Avion Wealth’s National Healthcare NHC Stock Holding History

Avion Wealth’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
2025 Q4	–	Sell	-5	Closed	–	–	1471
2025 Q3	$0	Buy	+5	New	+$539	﹤0.01%	1429

Other funds holding NHC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Avion Wealth's NHC Position: Q4 2025 in Review

Avion Wealth sold out of National Healthcare (NHC) in Q4 2025, closing a stake of 5 shares.

Avion Wealth first reported a position in NHC in Q3 2025 and held it in 1 quarter. The position peaked at $0 in Q3 2025. 221 funds tracked by Wall St. Rank hold NHC as of Q4 2025.

Avion Wealth reported no remaining National Healthcare position as of Q4 2025 after selling out during the quarter.
Avion Wealth sold 5 National Healthcare shares in Q4 2025.
Avion Wealth first reported a position in National Healthcare in Q3 2025 and held it in 1 quarter.
Avion Wealth's National Healthcare position peaked at $0 in Q3 2025.
221 funds tracked by Wall St. Rank held National Healthcare as of Q4 2025.

Based on Avion Wealth's 13F filing for Q4 2025, filed 23 Jan 2026.