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 Q3	$4K	Hold	20	–	–	﹤0.01%	1108
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

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Consolidated Planning Corp Atlanta, Georgia $735M AUM 14.62% 1-Year Est. Return

Abound Wealth Management Franklin, Tennessee $537M AUM 14.21% 1-Year Est. Return

James Investment Research Alpha, Ohio $936M AUM 24.49% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $372M AUM 14.86% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Capital Advisors Ltd's NHC Position: Q3 2026 in Review

Capital Advisors Ltd held its National Healthcare (NHC) position steady in Q3 2026 at 20 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1108.

Capital Advisors Ltd first reported a position in NHC in Q3 2022 and has held it in 15 quarters since. 59 funds tracked by Wall St. Rank hold NHC as of Q3 2026.

Capital Advisors Ltd held 20 shares of National Healthcare worth $4K as of Q3 2026.
Capital Advisors Ltd left its National Healthcare share count unchanged in Q3 2026.
National Healthcare made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q3 2026, its #1108 holding.
Capital Advisors Ltd first reported a position in National Healthcare in Q3 2022 and has held it in 15 quarters since.
59 funds tracked by Wall St. Rank held National Healthcare as of Q3 2026.

Based on Capital Advisors Ltd's 13F filing for Q3 2026, filed 27 Oct 2026.