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
Q2 		$4.17M Buy
19,715
+3,337
+20% +$613K ﹤0.01% 1542
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 $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

Creative Planning's NHC Position: Q2 2026 in Review

Creative Planning increased its National Healthcare (NHC) stake by 20% in Q2 2026, buying an estimated $613K and bringing the position to 19,715 shares worth $4.17M. The position accounts for ﹤0.01% of the portfolio, ranked #1542.

Creative Planning first reported a position in NHC in Q3 2016 and has held it in 14 quarters since. 249 funds tracked by Wall St. Rank hold NHC as of Q2 2026.

  • Creative Planning held 19,715 shares of National Healthcare worth $4.17M as of Q2 2026.
  • Creative Planning bought 3,337 National Healthcare shares in Q2 2026, an estimated $613K.
  • National Healthcare made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1542 holding.
  • Creative Planning first reported a position in National Healthcare in Q3 2016 and has held it in 14 quarters since.
  • 249 funds tracked by Wall St. Rank held National Healthcare as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.