Burney Company’s National Healthcare NHC Stock Holding History

Burney Company’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	$293K	Buy	+1,387	New	+$255K	0.01%	538
2020 Q3	–	Sell	-3,315	Closed	-$210K	–	514
2020 Q2	$210K	Sell	3,315 -2,610	-44%	-$175K	0.01%	455
2020 Q1	$425K	Buy	5,925 +75	+1%	+$5.93K	0.03%	318
2019 Q4	$506K	Buy	5,850 +175	+3%	+$14.6K	0.03%	333
2019 Q3	$464K	Buy	+5,675	New	+$470K	0.03%	324

Other funds holding NHC

Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return

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

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

RIM

Reliant Investment Management Memphis, Tennessee $281M AUM 34.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Burney Company's NHC Position: Q2 2026 in Review

Burney Company opened a new position in National Healthcare (NHC) in Q2 2026: 1,387 shares worth $293K. The stake represents 0.01% of the portfolio and ranks #538 among its holdings. This is a return to the name: Burney Company previously reported a position in NHC as recently as Q2 2020.

Burney Company first reported a position in NHC in Q3 2019 and has held it in 5 quarters since. The position peaked at $506K in Q4 2019. 20 funds tracked by Wall St. Rank hold NHC as of Q2 2026.

Burney Company held 1,387 shares of National Healthcare worth $293K as of Q2 2026.
National Healthcare was a new Burney Company position in Q2 2026.
National Healthcare made up 0.01% of Burney Company's portfolio in Q2 2026, its #538 holding.
Burney Company first reported a position in National Healthcare in Q3 2019 and has held it in 5 quarters since.
Burney Company's National Healthcare position peaked at $506K in Q4 2019.
20 funds tracked by Wall St. Rank held National Healthcare as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.