IEQ Capital’s National Healthcare NHC Stock Holding History

IEQ 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 Q1	–	Sell	-2,403	Closed	-$329K	–	2019
2025 Q4	$329K	Buy	+2,403	New	+$310K	﹤0.01%	1500

Other funds holding NHC

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 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 Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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 New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IEQ Capital's NHC Position: Q1 2026 in Review

IEQ Capital sold out of National Healthcare (NHC) in Q1 2026, closing a stake of 2,403 shares — an estimated $329K sold.

IEQ Capital first reported a position in NHC in Q4 2025 and held it in 1 quarter. The position peaked at $329K in Q4 2025. 238 funds tracked by Wall St. Rank hold NHC as of Q1 2026.

IEQ Capital reported no remaining National Healthcare position as of Q1 2026 after selling out during the quarter.
IEQ Capital sold 2,403 National Healthcare shares in Q1 2026, an estimated $329K.
IEQ Capital first reported a position in National Healthcare in Q4 2025 and held it in 1 quarter.
IEQ Capital's National Healthcare position peaked at $329K in Q4 2025.
238 funds tracked by Wall St. Rank held National Healthcare as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.