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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
Q2 		$4.23K Hold
20
– – ﹤0.01% 656
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

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

Cornerstone Financial Management's NHC Position: Q2 2026 in Review

Cornerstone Financial Management held its National Healthcare (NHC) position steady in Q2 2026 at 20 shares worth $4.23K. The position accounts for ﹤0.01% of the portfolio, ranked #656.

Cornerstone Financial Management first reported a position in NHC in Q4 2025 and has held it in 3 quarters since. 249 funds tracked by Wall St. Rank hold NHC as of Q2 2026.

  • Cornerstone Financial Management held 20 shares of National Healthcare worth $4.23K as of Q2 2026.
  • Cornerstone Financial Management left its National Healthcare share count unchanged in Q2 2026.
  • National Healthcare made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #656 holding.
  • Cornerstone Financial Management first reported a position in National Healthcare in Q4 2025 and has held it in 3 quarters since.
  • 249 funds tracked by Wall St. Rank held National Healthcare as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.