Capstone Investment Advisors
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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
Q2 		$208K Sell
984
-675
-41% -$124K ﹤0.01% 1597
2026
Q1 		$265K Buy
+1,659
New +$255K ﹤0.01% 1411

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

Capstone Investment Advisors's NHC Position: Q2 2026 in Review

Capstone Investment Advisors reduced its National Healthcare (NHC) stake by 41% in Q2 2026, selling an estimated $124K and leaving 984 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #1597.

Capstone Investment Advisors first reported a position in NHC in Q1 2026 and has held it in 2 quarters since. The position peaked at $265K in Q1 2026. 249 funds tracked by Wall St. Rank hold NHC as of Q2 2026.

  • Capstone Investment Advisors held 984 shares of National Healthcare worth $208K as of Q2 2026.
  • Capstone Investment Advisors sold 675 National Healthcare shares in Q2 2026, an estimated $124K.
  • National Healthcare made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1597 holding.
  • Capstone Investment Advisors first reported a position in National Healthcare in Q1 2026 and has held it in 2 quarters since.
  • Capstone Investment Advisors's National Healthcare position peaked at $265K in Q1 2026.
  • 249 funds tracked by Wall St. Rank held National Healthcare as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.