CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s National Healthcare NHC Stock Holding History

CAPTRUST Financial 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 		– Sell
-2,045
Closed -$280K – 3097
2025
Q4 		$280K Buy
2,045
+25
+1% +$3.23K ﹤0.01% 2294
2025
Q3 		$245K Buy
+2,020
New +$218K ﹤0.01% 2305
2024
Q4 		– Sell
-1,852
Closed -$233K – 2365
2024
Q3 		$233K Buy
+1,852
New +$233K ﹤0.01% 2043
2024
Q1 		– Sell
-2,344
Closed -$217K – 2472
2023
Q4 		$217K Buy
+2,344
New +$180K ﹤0.01% 2339
2022
Q3 		– Sell
-655
Closed -$46K – 3318
2022
Q2 		$46K Buy
655
+238
+57% +$16.7K ﹤0.01% 2819
2022
Q1 		$30K Sell
417
-42
-9% -$2.83K ﹤0.01% 3152
2021
Q4 		$31K Buy
459
+13
+3% +$900 ﹤0.01% 3008
2021
Q3 		$31K Buy
446
+57
+15% +$4.15K ﹤0.01% 2885
2021
Q2 		$27K Sell
389
-14
-3% -$1.02K ﹤0.01% 2912
2021
Q1 		$32K Buy
403
+303
+303% +$21.4K ﹤0.01% 2701
2020
Q4 		$7K Hold
100
– – ﹤0.01% 2707
2020
Q3 		$6K Buy
+100
New +$6.26K ﹤0.01% 2480

Other funds holding NHC

BlackRock
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
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
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
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
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CAPTRUST Financial Advisors's NHC Position: Q1 2026 in Review

CAPTRUST Financial Advisors sold out of National Healthcare (NHC) in Q1 2026, closing a stake of 2,045 shares — an estimated $280K sold.

CAPTRUST Financial Advisors first reported a position in NHC in Q3 2020 and held it in 12 quarters. The position peaked at $280K in Q4 2025. 238 funds tracked by Wall St. Rank hold NHC as of Q1 2026.

  • CAPTRUST Financial Advisors reported no remaining National Healthcare position as of Q1 2026 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 2,045 National Healthcare shares in Q1 2026, an estimated $280K.
  • CAPTRUST Financial Advisors first reported a position in National Healthcare in Q3 2020 and held it in 12 quarters.
  • CAPTRUST Financial Advisors's National Healthcare position peaked at $280K in Q4 2025.
  • 238 funds tracked by Wall St. Rank held National Healthcare as of Q1 2026.

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