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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
Q2 		$743K Buy
3,502
+6
+0.2% +$1.1K 0.01% 682
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
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

Evergreen Capital Management's NHC Position: Q2 2026 in Review

Evergreen Capital Management increased its National Healthcare (NHC) stake by 0.17% in Q2 2026, buying an estimated $1.1K and bringing the position to 3,502 shares worth $743K. The position accounts for 0.01% of the portfolio, ranked #682.

Evergreen Capital Management first reported a position in NHC in Q2 2023 and has held it in 13 quarters since. 249 funds tracked by Wall St. Rank hold NHC as of Q2 2026.

  • Evergreen Capital Management held 3,502 shares of National Healthcare worth $743K as of Q2 2026.
  • Evergreen Capital Management bought 6 National Healthcare shares in Q2 2026, an estimated $1.1K.
  • National Healthcare made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #682 holding.
  • Evergreen Capital Management first reported a position in National Healthcare in Q2 2023 and has held it in 13 quarters since.
  • 249 funds tracked by Wall St. Rank held National Healthcare as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.