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 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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mudita Advisors London, United Kingdom $490M AUM 66.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Covestor's NC Position: Q1 2026 in Review

Covestor reduced its NACCO Industries (NC) stake by 73% in Q1 2026, selling an estimated $1.55K and leaving 11 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2093.

Covestor first reported a position in NC in Q4 2021 and has held it in 15 quarters since. The position peaked at $2K in Q4 2025. 94 funds tracked by Wall St. Rank hold NC as of Q1 2026.

Covestor held 11 shares of NACCO Industries worth $1K as of Q1 2026.
Covestor sold 30 NACCO Industries shares in Q1 2026, an estimated $1.55K.
NACCO Industries made up ﹤0.01% of Covestor's portfolio in Q1 2026, its #2093 holding.
Covestor first reported a position in NACCO Industries in Q4 2021 and has held it in 15 quarters since.
Covestor's NACCO Industries position peaked at $2K in Q4 2025.
94 funds tracked by Wall St. Rank held NACCO Industries as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.