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Cornerstone Financial Management’s National Healthcare NHC Stock Holding History

Cornerstone Financial 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 		$3.19K Hold
20
– – ﹤0.01% 604
2025
Q4 		$2.74K Buy
+20
New +$2.58K ﹤0.01% 589

Other funds holding NHC

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MSIIA
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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

Cornerstone Financial Management's NHC Position: Q1 2026 in Review

Cornerstone Financial Management held its National Healthcare (NHC) position steady in Q1 2026 at 20 shares worth $3.19K. The position accounts for ﹤0.01% of the portfolio, ranked #604.

Cornerstone Financial Management first reported a position in NHC in Q4 2025 and has held it in 2 quarters since. 238 funds tracked by Wall St. Rank hold NHC as of Q1 2026.

  • Cornerstone Financial Management held 20 shares of National Healthcare worth $3.19K as of Q1 2026.
  • Cornerstone Financial Management left its National Healthcare share count unchanged in Q1 2026.
  • National Healthcare made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q1 2026, its #604 holding.
  • Cornerstone Financial Management first reported a position in National Healthcare in Q4 2025 and has held it in 2 quarters since.
  • 238 funds tracked by Wall St. Rank held National Healthcare as of Q1 2026.

Based on Cornerstone Financial Management's 13F filing for Q1 2026, filed 8 May 2026.