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Clearstead Advisors’s National Healthcare NHC Stock Holding History

Clearstead 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 		$423 Buy
+2
New +$367 ﹤0.01% 2972
2025
Q4 		– Sell
-13
Closed -$1.58K – 3085
2025
Q3 		$1.58K Buy
+13
New +$1.4K ﹤0.01% 2524

Other funds holding NHC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Clearstead Advisors's NHC Position: Q2 2026 in Review

Clearstead Advisors opened a new position in National Healthcare (NHC) in Q2 2026: 2 shares worth $423. The stake represents ﹤0.01% of the portfolio and ranks #2972 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in NHC as recently as Q3 2025.

Clearstead Advisors first reported a position in NHC in Q3 2025 and has held it in 2 quarters since. The position peaked at $1.58K in Q3 2025. 94 funds tracked by Wall St. Rank hold NHC as of Q2 2026.

  • Clearstead Advisors held 2 shares of National Healthcare worth $423 as of Q2 2026.
  • National Healthcare was a new Clearstead Advisors position in Q2 2026.
  • National Healthcare made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2972 holding.
  • Clearstead Advisors first reported a position in National Healthcare in Q3 2025 and has held it in 2 quarters since.
  • Clearstead Advisors's National Healthcare position peaked at $1.58K in Q3 2025.
  • 94 funds tracked by Wall St. Rank held National Healthcare as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.