Corient Private Wealth
NHC icon

Corient Private Wealth’s National Healthcare NHC Stock Holding History

Corient Private Wealth’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 		$2.5M Buy
11,825
+7,252
+159% +$1.33M ﹤0.01% 1251
2026
Q1 		$730K Buy
4,573
+74
+2% +$11.4K ﹤0.01% 1822
2025
Q4 		$617K Buy
4,499
+144
+3% +$18.6K ﹤0.01% 1759
2025
Q3 		$529K Sell
4,355
-61
-1% -$6.58K ﹤0.01% 1764
2025
Q2 		$473K Buy
4,416
+829
+23% +$82.9K ﹤0.01% 1731
2025
Q1 		$333K Buy
3,587
+3
+0.1% +$291 ﹤0.01% 1804
2024
Q4 		$385K Sell
3,584
-23
-0.6% -$2.8K ﹤0.01% 1759
2024
Q3 		$454K Buy
3,607
+25
+0.7% +$3.14K ﹤0.01% 1795
2024
Q2 		$388K Buy
3,582
+24
+0.7% +$2.34K ﹤0.01% 1774
2024
Q1 		$336K Buy
3,558
+33
+0.9% +$3.12K ﹤0.01% 1832
2023
Q4 		$326K Buy
3,525
+170
+5% +$13K ﹤0.01% 1822
2023
Q3 		$215K Hold
3,355
– – ﹤0.01% 1885
2023
Q2 		$207K Buy
+3,355
New +$199K ﹤0.01% 1862

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

Corient Private Wealth's NHC Position: Q2 2026 in Review

Corient Private Wealth increased its National Healthcare (NHC) stake by 159% in Q2 2026, buying an estimated $1.33M and bringing the position to 11,825 shares worth $2.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1251.

Corient Private Wealth first reported a position in NHC in Q2 2023 and has held it in 13 quarters since. 249 funds tracked by Wall St. Rank hold NHC as of Q2 2026.

  • Corient Private Wealth held 11,825 shares of National Healthcare worth $2.5M as of Q2 2026.
  • Corient Private Wealth bought 7,252 National Healthcare shares in Q2 2026, an estimated $1.33M.
  • National Healthcare made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1251 holding.
  • Corient Private Wealth first reported a position in National Healthcare in Q2 2023 and has held it in 13 quarters since.
  • 249 funds tracked by Wall St. Rank held National Healthcare as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.