Callan Family Office’s National Healthcare NHC Stock Holding History

Callan Family Office’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 Q1	$331K	Sell	2,073 -224	-10%	-$34.4K	0.01%	898
2025 Q4	$315K	Buy	+2,297	New	+$297K	0.01%	916

Other funds holding NHC

BlackRock New York $5.72T AUM 30.48% 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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

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

Callan Family Office's NHC Position: Q1 2026 in Review

Callan Family Office reduced its National Healthcare (NHC) stake by 9.8% in Q1 2026, selling an estimated $34.4K and leaving 2,073 shares worth $331K. The position accounts for 0.01% of the portfolio, ranked #898.

Callan Family Office first reported a position in NHC in Q4 2025 and has held it in 2 quarters since. 238 funds tracked by Wall St. Rank hold NHC as of Q1 2026.

Callan Family Office held 2,073 shares of National Healthcare worth $331K as of Q1 2026.
Callan Family Office sold 224 National Healthcare shares in Q1 2026, an estimated $34.4K.
National Healthcare made up 0.01% of Callan Family Office's portfolio in Q1 2026, its #898 holding.
Callan Family Office first reported a position in National Healthcare in Q4 2025 and has held it in 2 quarters since.
238 funds tracked by Wall St. Rank held National Healthcare as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.