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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
Q2 		$114K Sell
541
-18
-3% -$3.31K ﹤0.01% 168
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 $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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Copeland Capital Management's NHC Position: Q2 2026 in Review

Copeland Capital Management reduced its National Healthcare (NHC) stake by 3.2% in Q2 2026, selling an estimated $3.31K and leaving 541 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #168.

Copeland Capital Management first reported a position in NHC in Q4 2019 and has held it in 26 quarters since. 249 funds tracked by Wall St. Rank hold NHC as of Q2 2026.

  • Copeland Capital Management held 541 shares of National Healthcare worth $114K as of Q2 2026.
  • Copeland Capital Management sold 18 National Healthcare shares in Q2 2026, an estimated $3.31K.
  • National Healthcare made up ﹤0.01% of Copeland Capital Management's portfolio in Q2 2026, its #168 holding.
  • Copeland Capital Management first reported a position in National Healthcare in Q4 2019 and has held it in 26 quarters since.
  • 249 funds tracked by Wall St. Rank held National Healthcare as of Q2 2026.

Based on Copeland Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.