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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
Q2 		$435K Sell
2,060
-13
-0.6% -$2.39K 0.01% 860
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
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

Callan Family Office's NHC Position: Q2 2026 in Review

Callan Family Office reduced its National Healthcare (NHC) stake by 0.63% in Q2 2026, selling an estimated $2.39K and leaving 2,060 shares worth $435K. The position accounts for 0.01% of the portfolio, ranked #860.

Callan Family Office first reported a position in NHC in Q4 2025 and has held it in 3 quarters since. 249 funds tracked by Wall St. Rank hold NHC as of Q2 2026.

  • Callan Family Office held 2,060 shares of National Healthcare worth $435K as of Q2 2026.
  • Callan Family Office sold 13 National Healthcare shares in Q2 2026, an estimated $2.39K.
  • National Healthcare made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #860 holding.
  • Callan Family Office first reported a position in National Healthcare in Q4 2025 and has held it in 3 quarters since.
  • 249 funds tracked by Wall St. Rank held National Healthcare as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.