EWA
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EverSource Wealth Advisors’s National Healthcare NHC Stock Holding History

EverSource Wealth 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 		$52.2K Sell
247
-64
-21% -$11.8K ﹤0.01% 1760
2026
Q1 		$49.7K Buy
311
+69
+29% +$10.6K ﹤0.01% 1892
2025
Q4 		$33.2K Sell
242
-261
-52% -$33.7K ﹤0.01% 2030
2025
Q3 		$61.1K Sell
503
-130
-21% -$14K ﹤0.01% 1559
2025
Q2 		$67.7K Buy
633
+435
+220% +$43.5K ﹤0.01% 1426
2025
Q1 		$18.4K Sell
198
-5
-2% -$484 ﹤0.01% 1735
2024
Q4 		$21.8K Buy
203
+93
+85% +$11.3K ﹤0.01% 1579
2024
Q3 		$13.8K Buy
110
+59
+116% +$7.42K ﹤0.01% 1686
2024
Q2 		$6.94K Buy
51
+13
+34% +$1.27K ﹤0.01% 2065
2024
Q1 		$3.45K Sell
38
-21
-36% -$1.99K ﹤0.01% 2204
2023
Q4 		$5.45K Buy
59
+26
+79% +$1.99K ﹤0.01% 1822
2023
Q3 		$2.11K Buy
33
+15
+83% +$961 ﹤0.01% 1987
2023
Q2 		$1.11K Sell
18
-34
-65% -$2.02K ﹤0.01% 2185
2023
Q1 		$3.02K Buy
+52
New +$2.99K ﹤0.01% 1817
2022
Q4 		– Sell
-14
Closed -$1K – 2382
2022
Q3 		$1K Buy
+14
New +$973 ﹤0.01% 1857

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

EverSource Wealth Advisors's NHC Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its National Healthcare (NHC) stake by 21% in Q2 2026, selling an estimated $11.8K and leaving 247 shares worth $52.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1760.

EverSource Wealth Advisors first reported a position in NHC in Q3 2022 and has held it in 15 quarters since. The position peaked at $67.7K in Q2 2025. 249 funds tracked by Wall St. Rank hold NHC as of Q2 2026.

  • EverSource Wealth Advisors held 247 shares of National Healthcare worth $52.2K as of Q2 2026.
  • EverSource Wealth Advisors sold 64 National Healthcare shares in Q2 2026, an estimated $11.8K.
  • National Healthcare made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1760 holding.
  • EverSource Wealth Advisors first reported a position in National Healthcare in Q3 2022 and has held it in 15 quarters since.
  • EverSource Wealth Advisors's National Healthcare position peaked at $67.7K in Q2 2025.
  • 249 funds tracked by Wall St. Rank held National Healthcare as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.