Guggenheim Capital’s National Healthcare NHC Stock Holding History

Guggenheim Capital’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	$529K	Buy	+2,503	New	+$460K	﹤0.01%	1265
2026 Q1	–	Sell	-4,357	Closed	-$597K	–	1732
2025 Q4	$597K	Buy	+4,357	New	+$563K	﹤0.01%	1194
2017 Q4	–	Sell	-7,849	Closed	-$490K	–	2780
2017 Q3	$490K	Sell	7,849 -1,978	-20%	-$127K	﹤0.01%	2393
2017 Q2	$690K	Sell	9,827 -110	-1%	-$7.86K	﹤0.01%	2285
2017 Q1	$708K	Sell	9,937 -272	-3%	-$20.1K	﹤0.01%	2265
2016 Q4	$774K	Buy	10,209 +2,627	+35%	+$182K	﹤0.01%	2259
2016 Q3	$500K	Buy	+7,582	New	+$492K	﹤0.01%	2388

Other funds holding NHC

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Guggenheim Capital's NHC Position: Q2 2026 in Review

Guggenheim Capital opened a new position in National Healthcare (NHC) in Q2 2026: 2,503 shares worth $529K. The stake represents ﹤0.01% of the portfolio and ranks #1265 among its holdings. This is a return to the name: Guggenheim Capital previously reported a position in NHC as recently as Q4 2025.

Guggenheim Capital first reported a position in NHC in Q3 2016 and has held it in 7 quarters since. The position peaked at $774K in Q4 2016. 249 funds tracked by Wall St. Rank hold NHC as of Q2 2026.

Guggenheim Capital held 2,503 shares of National Healthcare worth $529K as of Q2 2026.
National Healthcare was a new Guggenheim Capital position in Q2 2026.
National Healthcare made up ﹤0.01% of Guggenheim Capital's portfolio in Q2 2026, its #1265 holding.
Guggenheim Capital first reported a position in National Healthcare in Q3 2016 and has held it in 7 quarters since.
Guggenheim Capital's National Healthcare position peaked at $774K in Q4 2016.
249 funds tracked by Wall St. Rank held National Healthcare as of Q2 2026.

Based on Guggenheim Capital's 13F filing for Q2 2026, filed 12 Aug 2026.