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Blue Trust Inc’s National Healthcare NHC Stock Holding History

Blue Trust 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 		$30.4K Sell
144
-27
-16% -$4.96K ﹤0.01% 1532
2026
Q1 		$27.3K Sell
171
-18
-10% -$2.76K ﹤0.01% 1546
2025
Q4 		$25.9K Sell
189
-377
-67% -$48.7K ﹤0.01% 1600
2025
Q3 		$68.8K Hold
566
– – ﹤0.01% 1245
2025
Q2 		$60.6K Sell
566
-104
-16% -$10.4K ﹤0.01% 1282
2025
Q1 		$62.2K Buy
670
+97
+17% +$9.4K ﹤0.01% 1232
2024
Q4 		$61.6K Sell
573
-4,384
-88% -$533K ﹤0.01% 1155
2024
Q3 		$537K Buy
4,957
+2,917
+143% +$367K 0.01% 440
2024
Q2 		$193K Buy
2,040
+2,010
+6,700% +$196K ﹤0.01% 728
2024
Q1 		$2.83K Sell
30
-466
-94% -$44.1K ﹤0.01% 1748
2023
Q4 		$32K Buy
+496
New +$38K ﹤0.01% 1112

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

Blue Trust Inc's NHC Position: Q2 2026 in Review

Blue Trust Inc reduced its National Healthcare (NHC) stake by 16% in Q2 2026, selling an estimated $4.96K and leaving 144 shares worth $30.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1532.

Blue Trust Inc first reported a position in NHC in Q4 2023 and has held it in 11 quarters since. The position peaked at $537K in Q3 2024. 249 funds tracked by Wall St. Rank hold NHC as of Q2 2026.

  • Blue Trust Inc held 144 shares of National Healthcare worth $30.4K as of Q2 2026.
  • Blue Trust Inc sold 27 National Healthcare shares in Q2 2026, an estimated $4.96K.
  • National Healthcare made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1532 holding.
  • Blue Trust Inc first reported a position in National Healthcare in Q4 2023 and has held it in 11 quarters since.
  • Blue Trust Inc's National Healthcare position peaked at $537K in Q3 2024.
  • 249 funds tracked by Wall St. Rank held National Healthcare as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.