Evergreen Capital Management’s National Healthcare NHC Stock Holding History

Evergreen Capital Management’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	$561K	Sell	3,496 -635	-15%	-$97.5K	0.01%	719
2025 Q4	$569K	Buy	4,131 +635	+18%	+$82K	0.01%	674
2025 Q3	$427K	Sell	3,496 -3	-0.1%	-$324	0.01%	732
2025 Q2	$377K	Buy	3,499 +78	+2%	+$7.79K	0.01%	695
2025 Q1	$320K	Sell	3,421 -12	-0.3%	-$1.16K	0.01%	710
2024 Q4	$371K	Buy	3,433 +7	+0.2%	+$852	0.01%	633
2024 Q3	$433K	Hold	3,426	–	–	0.01%	562
2024 Q2	$373K	Buy	3,426 +97	+3%	+$9.46K	0.01%	571
2024 Q1	$317K	Hold	3,329	–	–	0.01%	603
2023 Q4	$310K	Sell	3,329 -2	-0.1%	-$153	0.01%	581
2023 Q3	$215K	Sell	3,331 -110	-3%	-$7.05K	0.01%	679
2023 Q2	$214K	Buy	+3,441	New	+$204K	0.01%	698

Other funds holding NHC

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 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 Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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 New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evergreen Capital Management's NHC Position: Q1 2026 in Review

Evergreen Capital Management reduced its National Healthcare (NHC) stake by 15% in Q1 2026, selling an estimated $97.5K and leaving 3,496 shares worth $561K. The position accounts for 0.01% of the portfolio, ranked #719.

Evergreen Capital Management first reported a position in NHC in Q2 2023 and has held it in 12 quarters since. The position peaked at $569K in Q4 2025. 238 funds tracked by Wall St. Rank hold NHC as of Q1 2026.

Evergreen Capital Management held 3,496 shares of National Healthcare worth $561K as of Q1 2026.
Evergreen Capital Management sold 635 National Healthcare shares in Q1 2026, an estimated $97.5K.
National Healthcare made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #719 holding.
Evergreen Capital Management first reported a position in National Healthcare in Q2 2023 and has held it in 12 quarters since.
Evergreen Capital Management's National Healthcare position peaked at $569K in Q4 2025.
238 funds tracked by Wall St. Rank held National Healthcare as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.