HWM
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Hohimer Wealth Management’s National Healthcare NHC Stock Holding History

Hohimer Wealth 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
2025
Q2 		– Sell
-2,479
Closed -$230K – 287
2025
Q1 		$230K Buy
2,479
+160
+7% +$15.5K 0.04% 224
2024
Q4 		$249K Buy
2,319
+139
+6% +$16.9K 0.05% 203
2024
Q3 		$274K Buy
+2,180
New +$274K 0.06% 179

Other funds holding NHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MSIIA
Morgan Stanley Institutional Investment Advisors Greenwood Village, Colorado $1.04B AUM 22.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hohimer Wealth Management's NHC Position: Q2 2025 in Review

Hohimer Wealth Management sold out of National Healthcare (NHC) in Q2 2025, closing a stake of 2,479 shares — an estimated $230K sold.

Hohimer Wealth Management first reported a position in NHC in Q3 2024 and held it in 3 quarters. The position peaked at $274K in Q3 2024. 190 funds tracked by Wall St. Rank hold NHC as of Q2 2025.

  • Hohimer Wealth Management reported no remaining National Healthcare position as of Q2 2025 after selling out during the quarter.
  • Hohimer Wealth Management sold 2,479 National Healthcare shares in Q2 2025, an estimated $230K.
  • Hohimer Wealth Management first reported a position in National Healthcare in Q3 2024 and held it in 3 quarters.
  • Hohimer Wealth Management's National Healthcare position peaked at $274K in Q3 2024.
  • 190 funds tracked by Wall St. Rank held National Healthcare as of Q2 2025.

Based on Hohimer Wealth Management's 13F filing for Q2 2025, filed 19 Aug 2025.