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CSM Advisors’s National Healthcare NHC Stock Holding History

CSM Advisors’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 		$4.5M Buy
21,300
+735
+4% +$135K 0.1% 237
2026
Q1 		$3.28M Sell
20,565
-120
-0.6% -$18.4K 0.08% 273
2025
Q4 		$2.84M Buy
20,685
+20
+0.1% +$2.58K 0.08% 246
2025
Q3 		$2.51M Sell
20,665
-665
-3% -$71.7K 0.07% 281
2025
Q2 		$2.29M Buy
+21,330
New +$2.13M 0.07% 278

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

CSM Advisors's NHC Position: Q2 2026 in Review

CSM Advisors increased its National Healthcare (NHC) stake by 3.6% in Q2 2026, buying an estimated $135K and bringing the position to 21,300 shares worth $4.5M. The position accounts for 0.1% of the portfolio, ranked #237.

CSM Advisors first reported a position in NHC in Q2 2025 and has held it in 5 quarters since. 249 funds tracked by Wall St. Rank hold NHC as of Q2 2026.

  • CSM Advisors held 21,300 shares of National Healthcare worth $4.5M as of Q2 2026.
  • CSM Advisors bought 735 National Healthcare shares in Q2 2026, an estimated $135K.
  • National Healthcare made up 0.1% of CSM Advisors's portfolio in Q2 2026, its #237 holding.
  • CSM Advisors first reported a position in National Healthcare in Q2 2025 and has held it in 5 quarters since.
  • 249 funds tracked by Wall St. Rank held National Healthcare as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.