CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Natural Health Trends NHTC Stock Holding History

CAPTRUST Financial Advisors’s Portfolio NHTC Stock Details NHTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$33.8K Buy
+12,126
New +$40.5K ﹤0.01% 2928

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VCM
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VFT
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Citadel Advisors
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

CAPTRUST Financial Advisors opened a new position in Natural Health Trends (NHTC) in Q1 2026: 12,126 shares worth $33.8K. The stake represents ﹤0.01% of the portfolio and ranks #2928 among its holdings.

23 funds tracked by Wall St. Rank hold NHTC as of Q1 2026.

  • CAPTRUST Financial Advisors held 12,126 shares of Natural Health Trends worth $33.8K as of Q1 2026.
  • Natural Health Trends was a new CAPTRUST Financial Advisors position in Q1 2026.
  • Natural Health Trends made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2928 holding.
  • 23 funds tracked by Wall St. Rank held Natural Health Trends as of Q1 2026.

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