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
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 $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

EverSource Wealth Advisors's NHC Position: Q1 2026 in Review

EverSource Wealth Advisors increased its National Healthcare (NHC) stake by 29% in Q1 2026, buying an estimated $10.6K and bringing the position to 311 shares worth $49.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1892.

EverSource Wealth Advisors first reported a position in NHC in Q3 2022 and has held it in 14 quarters since. The position peaked at $67.7K in Q2 2025. 238 funds tracked by Wall St. Rank hold NHC as of Q1 2026.

  • EverSource Wealth Advisors held 311 shares of National Healthcare worth $49.7K as of Q1 2026.
  • EverSource Wealth Advisors bought 69 National Healthcare shares in Q1 2026, an estimated $10.6K.
  • National Healthcare made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1892 holding.
  • EverSource Wealth Advisors first reported a position in National Healthcare in Q3 2022 and has held it in 14 quarters since.
  • EverSource Wealth Advisors's National Healthcare position peaked at $67.7K in Q2 2025.
  • 238 funds tracked by Wall St. Rank held National Healthcare as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.