Ellsworth Advisors’s National Healthcare NHC Stock Holding History

Ellsworth 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 Q3	$1.09M	Sell	4,964 -2	-0%	-$445	0.18%	104
2026 Q2	$1.07M	Buy	4,966 +56	+1%	+$10.3K	0.18%	108
2026 Q1	$784K	Buy	+4,910	New	+$754K	0.15%	125
2025 Q1	–	Sell	-6,047	Closed	-$650K	–	200
2024 Q4	$650K	Buy	+6,047	New	+$736K	0.17%	122
2021 Q4	–	Sell	-6,576	Closed	-$460K	–	171
2021 Q3	$460K	Buy	6,576 +324	+5%	+$23.6K	0.21%	96
2021 Q2	$437K	Buy	+6,252	New	+$454K	0.21%	104

Other funds holding NHC

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Consolidated Planning Corp Atlanta, Georgia $735M AUM 14.62% 1-Year Est. Return

James Investment Research Alpha, Ohio $936M AUM 24.49% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Ellsworth Advisors's NHC Position: Q3 2026 in Review

Ellsworth Advisors reduced its National Healthcare (NHC) stake by 0.04% in Q3 2026, selling an estimated $445 and leaving 4,964 shares worth $1.09M. The position accounts for 0.18% of the portfolio, ranked #104.

Ellsworth Advisors first reported a position in NHC in Q2 2021 and has held it in 6 quarters since. 45 funds tracked by Wall St. Rank hold NHC as of Q3 2026.

Ellsworth Advisors held 4,964 shares of National Healthcare worth $1.09M as of Q3 2026.
Ellsworth Advisors sold 2 National Healthcare shares in Q3 2026, an estimated $445.
National Healthcare made up 0.18% of Ellsworth Advisors's portfolio in Q3 2026, its #104 holding.
Ellsworth Advisors first reported a position in National Healthcare in Q2 2021 and has held it in 6 quarters since.
45 funds tracked by Wall St. Rank held National Healthcare as of Q3 2026.

Based on Ellsworth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.