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
Q1 		$730K Sell
4,573
-8,924
-66% -$1.37M ﹤0.01% 1822
2025
Q4 		$1.85M Buy
13,497
+9,142
+210% +$1.18M ﹤0.01% 1564
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 $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

Corient Private Wealth's NHC Position: Q1 2026 in Review

Corient Private Wealth reduced its National Healthcare (NHC) stake by 66% in Q1 2026, selling an estimated $1.37M and leaving 4,573 shares worth $730K. The position accounts for ﹤0.01% of the portfolio, ranked #1822.

Corient Private Wealth first reported a position in NHC in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.85M in Q4 2025. 238 funds tracked by Wall St. Rank hold NHC as of Q1 2026.

  • Corient Private Wealth held 4,573 shares of National Healthcare worth $730K as of Q1 2026.
  • Corient Private Wealth sold 8,924 National Healthcare shares in Q1 2026, an estimated $1.37M.
  • National Healthcare made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1822 holding.
  • Corient Private Wealth first reported a position in National Healthcare in Q2 2023 and has held it in 12 quarters since.
  • Corient Private Wealth's National Healthcare position peaked at $1.85M in Q4 2025.
  • 238 funds tracked by Wall St. Rank held National Healthcare as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.