AWM
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Avior Wealth Management’s National Healthcare NHC Stock Holding History

Avior Wealth Management’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
Q1 		– Sell
-8
Closed -$860 – 1772
2024
Q4 		$860 Hold
8
– – ﹤0.01% 2215
2024
Q3 		$1.01K Hold
8
– – ﹤0.01% 2072
2024
Q2 		$867 Sell
8
-2
-20% -$195 ﹤0.01% 2039
2024
Q1 		$945 Buy
+10
New +$947 ﹤0.01% 2410

Other funds holding NHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MSIIA
Morgan Stanley Institutional Investment Advisors Greenwood Village, Colorado $1.04B AUM 22.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Avior Wealth Management's NHC Position: Q1 2025 in Review

Avior Wealth Management sold out of National Healthcare (NHC) in Q1 2025, closing a stake of 8 shares — an estimated $860 sold.

Avior Wealth Management first reported a position in NHC in Q1 2024 and held it in 4 quarters. The position peaked at $1.01K in Q3 2024. 179 funds tracked by Wall St. Rank hold NHC as of Q1 2025.

  • Avior Wealth Management reported no remaining National Healthcare position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 8 National Healthcare shares in Q1 2025, an estimated $860.
  • Avior Wealth Management first reported a position in National Healthcare in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's National Healthcare position peaked at $1.01K in Q3 2024.
  • 179 funds tracked by Wall St. Rank held National Healthcare as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.