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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
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 $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

CSM Advisors's NHC Position: Q1 2026 in Review

CSM Advisors reduced its National Healthcare (NHC) stake by 0.58% in Q1 2026, selling an estimated $18.4K and leaving 20,565 shares worth $3.28M. The position accounts for 0.08% of the portfolio, ranked #273.

CSM Advisors first reported a position in NHC in Q2 2025 and has held it in 4 quarters since. 238 funds tracked by Wall St. Rank hold NHC as of Q1 2026.

  • CSM Advisors held 20,565 shares of National Healthcare worth $3.28M as of Q1 2026.
  • CSM Advisors sold 120 National Healthcare shares in Q1 2026, an estimated $18.4K.
  • National Healthcare made up 0.08% of CSM Advisors's portfolio in Q1 2026, its #273 holding.
  • CSM Advisors first reported a position in National Healthcare in Q2 2025 and has held it in 4 quarters since.
  • 238 funds tracked by Wall St. Rank held National Healthcare as of Q1 2026.

Based on CSM Advisors's 13F filing for Q1 2026, filed 15 May 2026.