Capstone Investment Advisors’s National Healthcare NHC Stock Holding History

Capstone Investment Advisors’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	$265K	Buy	+1,659	New	+$255K	﹤0.01%	1411

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

Capstone Investment Advisors's NHC Position: Q1 2026 in Review

Capstone Investment Advisors opened a new position in National Healthcare (NHC) in Q1 2026: 1,659 shares worth $265K. The stake represents ﹤0.01% of the portfolio and ranks #1411 among its holdings.

238 funds tracked by Wall St. Rank hold NHC as of Q1 2026.

Capstone Investment Advisors held 1,659 shares of National Healthcare worth $265K as of Q1 2026.
National Healthcare was a new Capstone Investment Advisors position in Q1 2026.
National Healthcare made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1411 holding.
238 funds tracked by Wall St. Rank held National Healthcare as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.