Cerity Partners’s National Healthcare NHC Stock Holding History

Cerity Partners’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	$3.05M	Sell	14,416 -51	-0.4%	-$9.36K	﹤0.01%	1339
2026 Q1	$2.31M	Sell	14,467 -4,450	-24%	-$683K	﹤0.01%	1409
2025 Q4	$2.59M	Sell	18,917 -7,897	-29%	-$1.02M	﹤0.01%	1259
2025 Q3	$3.26M	Buy	26,814 +1,414	+6%	+$153K	0.01%	1066
2025 Q2	$2.72M	Buy	25,400 +2,521	+11%	+$252K	﹤0.01%	1076
2025 Q1	$2.12M	Buy	22,879 +5,115	+29%	+$496K	﹤0.01%	1101
2024 Q4	$1.92M	Buy	17,764 +1,133	+7%	+$138K	﹤0.01%	1122
2024 Q3	$2.09M	Buy	16,631 +825	+5%	+$104K	﹤0.01%	1075
2024 Q2	$1.71M	Sell	15,806 -544	-3%	-$53K	﹤0.01%	972
2024 Q1	$1.55M	Buy	+16,350	New	+$1.55M	﹤0.01%	1087

Other funds holding NHC

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cerity Partners's NHC Position: Q2 2026 in Review

Cerity Partners reduced its National Healthcare (NHC) stake by 0.35% in Q2 2026, selling an estimated $9.36K and leaving 14,416 shares worth $3.05M. The position accounts for ﹤0.01% of the portfolio, ranked #1339.

Cerity Partners first reported a position in NHC in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.26M in Q3 2025. 235 funds tracked by Wall St. Rank hold NHC as of Q2 2026.

Cerity Partners held 14,416 shares of National Healthcare worth $3.05M as of Q2 2026.
Cerity Partners sold 51 National Healthcare shares in Q2 2026, an estimated $9.36K.
National Healthcare made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1339 holding.
Cerity Partners first reported a position in National Healthcare in Q1 2024 and has held it in 10 quarters since.
Cerity Partners's National Healthcare position peaked at $3.26M in Q3 2025.
235 funds tracked by Wall St. Rank held National Healthcare as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.