Creative Planning
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Creative Planning’s National Healthcare NHC Stock Holding History

Creative Planning’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 		$2.62M Buy
16,378
+2,097
+15% +$322K ﹤0.01% 1691
2025
Q4 		$1.96M Buy
14,281
+855
+6% +$110K ﹤0.01% 1741
2025
Q3 		$1.63M Buy
13,426
+1,527
+13% +$165K ﹤0.01% 1707
2025
Q2 		$1.27M Buy
11,899
+2,757
+30% +$276K ﹤0.01% 1656
2025
Q1 		$848K Buy
9,142
+4,587
+101% +$444K ﹤0.01% 1847
2024
Q4 		$490K Buy
4,555
+198
+5% +$24.1K ﹤0.01% 2242
2024
Q3 		$548K Buy
4,357
+509
+13% +$64K ﹤0.01% 2020
2024
Q2 		$417K Sell
3,848
-370
-9% -$36.1K ﹤0.01% 2087
2024
Q1 		$399K Buy
4,218
+563
+15% +$53.3K ﹤0.01% 2029
2023
Q4 		$338K Buy
3,655
+3,654
+365,400% +$280K ﹤0.01% 2006
2023
Q3 		$73 Buy
+1
New +$64 ﹤0.01% 2881
2022
Q2 		– Sell
-1
Closed – – 2450
2022
Q1 		$0 Buy
+1
New +$67 ﹤0.01% 2408
2016
Q4 		– Sell
-25
Closed -$2K – 4759
2016
Q3 		$2K Buy
+25
New +$1.62K ﹤0.01% 4235

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

Creative Planning's NHC Position: Q1 2026 in Review

Creative Planning increased its National Healthcare (NHC) stake by 15% in Q1 2026, buying an estimated $322K and bringing the position to 16,378 shares worth $2.62M. The position accounts for ﹤0.01% of the portfolio, ranked #1691.

Creative Planning first reported a position in NHC in Q3 2016 and has held it in 13 quarters since. 238 funds tracked by Wall St. Rank hold NHC as of Q1 2026.

  • Creative Planning held 16,378 shares of National Healthcare worth $2.62M as of Q1 2026.
  • Creative Planning bought 2,097 National Healthcare shares in Q1 2026, an estimated $322K.
  • National Healthcare made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1691 holding.
  • Creative Planning first reported a position in National Healthcare in Q3 2016 and has held it in 13 quarters since.
  • 238 funds tracked by Wall St. Rank held National Healthcare as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.