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Copeland Capital Management’s National Healthcare NHC Stock Holding History

Copeland Capital Management’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 		$89.3K Sell
559
-164
-23% -$25.2K ﹤0.01% 177
2025
Q4 		$99.1K Hold
723
– – ﹤0.01% 169
2025
Q3 		$87.9K Buy
723
+112
+18% +$12.1K ﹤0.01% 171
2025
Q2 		$65.4K Buy
611
+86
+16% +$8.6K ﹤0.01% 182
2025
Q1 		$48.7K Buy
525
+28
+6% +$2.71K ﹤0.01% 198
2024
Q4 		$53.5K Buy
497
+8
+2% +$973 ﹤0.01% 191
2024
Q3 		$61.5K Buy
+489
New +$61.5K ﹤0.01% 160
2024
Q2 		– Sell
-331
Closed -$31.3K – 209
2024
Q1 		$31.3K Buy
331
+2
+0.6% +$189 ﹤0.01% 183
2023
Q4 		$30.4K Sell
329
-158
-32% -$12.1K ﹤0.01% 179
2023
Q3 		$31.2K Buy
487
+4
+0.8% +$256 ﹤0.01% 167
2023
Q2 		$29.9K Sell
483
-117
-20% -$6.94K ﹤0.01% 175
2023
Q1 		$35K Buy
600
+48
+9% +$2.76K ﹤0.01% 174
2022
Q4 		$33K Buy
552
+8
+1% +$485 ﹤0.01% 174
2022
Q3 		$34K Sell
544
-108
-17% -$7.5K ﹤0.01% 163
2022
Q2 		$46K Buy
652
+24
+4% +$1.68K ﹤0.01% 161
2022
Q1 		$44K Buy
628
+8
+1% +$538 ﹤0.01% 159
2021
Q4 		$42K Buy
620
+194
+46% +$13.4K ﹤0.01% 162
2021
Q3 		$30K Hold
426
– – ﹤0.01% 181
2021
Q2 		$30K Buy
426
+3
+0.7% +$218 ﹤0.01% 183
2021
Q1 		$33K Buy
423
+26
+7% +$1.84K ﹤0.01% 166
2020
Q4 		$26K Buy
397
+9
+2% +$593 ﹤0.01% 163
2020
Q3 		$24K Hold
388
– – ﹤0.01% 153
2020
Q2 		$25K Buy
388
+124
+47% +$8.31K ﹤0.01% 149
2020
Q1 		$19K Buy
264
+64
+32% +$5.06K ﹤0.01% 163
2019
Q4 		$17K Buy
+200
New +$16.7K ﹤0.01% 187

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

Copeland Capital Management's NHC Position: Q1 2026 in Review

Copeland Capital Management reduced its National Healthcare (NHC) stake by 23% in Q1 2026, selling an estimated $25.2K and leaving 559 shares worth $89.3K. The position accounts for ﹤0.01% of the portfolio, ranked #177.

Copeland Capital Management first reported a position in NHC in Q4 2019 and has held it in 25 quarters since. The position peaked at $99.1K in Q4 2025. 238 funds tracked by Wall St. Rank hold NHC as of Q1 2026.

  • Copeland Capital Management held 559 shares of National Healthcare worth $89.3K as of Q1 2026.
  • Copeland Capital Management sold 164 National Healthcare shares in Q1 2026, an estimated $25.2K.
  • National Healthcare made up ﹤0.01% of Copeland Capital Management's portfolio in Q1 2026, its #177 holding.
  • Copeland Capital Management first reported a position in National Healthcare in Q4 2019 and has held it in 25 quarters since.
  • Copeland Capital Management's National Healthcare position peaked at $99.1K in Q4 2025.
  • 238 funds tracked by Wall St. Rank held National Healthcare as of Q1 2026.

Based on Copeland Capital Management's 13F filing for Q1 2026, filed 6 May 2026.