C
NC icon

Covestor’s NACCO Industries NC Stock Holding History

Covestor’s Portfolio NC Stock Details NC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-11
Closed -$1K – 2719
2026
Q1 		$1K Sell
11
-30
-73% -$1.55K ﹤0.01% 2093
2025
Q4 		$2K Buy
41
+4
+11% +$184 ﹤0.01% 1932
2025
Q3 		$2K Sell
37
-4
-10% -$159 ﹤0.01% 1967
2025
Q2 		$2K Buy
41
+37
+925% +$1.34K ﹤0.01% 1862
2025
Q1 		$0 Sell
4
-2
-33% -$65 ﹤0.01% 2549
2024
Q4 		$0 Buy
6
+3
+100% +$89 ﹤0.01% 2557
2024
Q3 		$0 Hold
3
– – ﹤0.01% 2553
2024
Q2 		$0 Sell
3
-6
-67% -$182 ﹤0.01% 2567
2024
Q1 		$0 Buy
9
+3
+50% +$102 ﹤0.01% 2561
2023
Q4 		$0 Sell
6
-2
-25% -$70 ﹤0.01% 2505
2023
Q3 		$0 Buy
+8
New +$272 ﹤0.01% 2489
2022
Q4 		– Sell
-51
Closed -$2K – 2408
2022
Q3 		$2K Buy
51
+50
+5,000% +$2.18K ﹤0.01% 1719
2022
Q2 		$0 Sell
1
-4
-80% -$191 ﹤0.01% 2194
2022
Q1 		$0 Sell
5
-3
-38% -$99 ﹤0.01% 2313
2021
Q4 		$0 Buy
+8
New +$259 ﹤0.01% 2228

Other funds holding NC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MA
Mudita Advisors London, United Kingdom $481M AUM 73.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Covestor's NC Position: Q2 2026 in Review

Covestor sold out of NACCO Industries (NC) in Q2 2026, closing a stake of 11 shares — an estimated $1K sold.

Covestor first reported a position in NC in Q4 2021 and held it in 15 quarters. The position peaked at $2K in Q4 2025. 91 funds tracked by Wall St. Rank hold NC as of Q2 2026.

  • Covestor reported no remaining NACCO Industries position as of Q2 2026 after selling out during the quarter.
  • Covestor sold 11 NACCO Industries shares in Q2 2026, an estimated $1K.
  • Covestor first reported a position in NACCO Industries in Q4 2021 and held it in 15 quarters.
  • Covestor's NACCO Industries position peaked at $2K in Q4 2025.
  • 91 funds tracked by Wall St. Rank held NACCO Industries as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.