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Ballentine Partners’s National Healthcare NHC Stock Holding History

Ballentine Partners’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 		$379K Hold
1,794
– – ﹤0.01% 675
2026
Q1 		$287K Hold
1,794
– – ﹤0.01% 768
2025
Q4 		$246K Hold
1,794
– – ﹤0.01% 818
2025
Q3 		$218K Buy
+1,794
New +$194K ﹤0.01% 873
2024
Q4 		– Sell
-1,770
Closed -$223K – 932
2024
Q3 		$223K Buy
+1,770
New +$223K ﹤0.01% 713

Other funds holding NHC

EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
RIM
Reliant Investment Management Memphis, Tennessee $281M AUM 34.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Ballentine Partners's NHC Position: Q2 2026 in Review

Ballentine Partners held its National Healthcare (NHC) position steady in Q2 2026 at 1,794 shares worth $379K. The position accounts for ﹤0.01% of the portfolio, ranked #675.

Ballentine Partners first reported a position in NHC in Q3 2024 and has held it in 5 quarters since. 20 funds tracked by Wall St. Rank hold NHC as of Q2 2026.

  • Ballentine Partners held 1,794 shares of National Healthcare worth $379K as of Q2 2026.
  • Ballentine Partners left its National Healthcare share count unchanged in Q2 2026.
  • National Healthcare made up ﹤0.01% of Ballentine Partners's portfolio in Q2 2026, its #675 holding.
  • Ballentine Partners first reported a position in National Healthcare in Q3 2024 and has held it in 5 quarters since.
  • 20 funds tracked by Wall St. Rank held National Healthcare as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.