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Capital Advisors Ltd’s National Healthcare NHC Stock Holding History

Capital Advisors Ltd’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 		$4K Hold
20
– – ﹤0.01% 1009
2026
Q1 		$3K Hold
20
– – ﹤0.01% 1050
2025
Q4 		$3K Buy
20
+1
+5% +$129 ﹤0.01% 1029
2025
Q3 		$2K Buy
19
+2
+12% +$216 ﹤0.01% 1081
2025
Q2 		$2K Hold
17
– – ﹤0.01% 1085
2025
Q1 		$2K Hold
17
– – ﹤0.01% 1074
2024
Q4 		$2K Hold
17
– – ﹤0.01% 1096
2024
Q3 		$2K Hold
17
– – ﹤0.01% 1090
2024
Q2 		$2K Hold
17
– – ﹤0.01% 1072
2024
Q1 		$2K Hold
17
– – ﹤0.01% 1058
2023
Q4 		$2K Buy
17
+10
+143% +$766 ﹤0.01% 1037
2023
Q3 		$0 Sell
7
-53
-88% -$3.4K ﹤0.01% 1408
2023
Q2 		$4K Buy
+60
New +$3.56K ﹤0.01% 895
2022
Q4 		– Sell
-49
Closed -$3K – 1494
2022
Q3 		$3K Buy
+49
New +$3.4K ﹤0.01% 759

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
BP
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
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

Capital Advisors Ltd's NHC Position: Q2 2026 in Review

Capital Advisors Ltd held its National Healthcare (NHC) position steady in Q2 2026 at 20 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1009.

Capital Advisors Ltd first reported a position in NHC in Q3 2022 and has held it in 14 quarters since. 20 funds tracked by Wall St. Rank hold NHC as of Q2 2026.

  • Capital Advisors Ltd held 20 shares of National Healthcare worth $4K as of Q2 2026.
  • Capital Advisors Ltd left its National Healthcare share count unchanged in Q2 2026.
  • National Healthcare made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1009 holding.
  • Capital Advisors Ltd first reported a position in National Healthcare in Q3 2022 and has held it in 14 quarters since.
  • 20 funds tracked by Wall St. Rank held National Healthcare as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.