IAA
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Independent Advisor Alliance’s National Healthcare NHC Stock Holding History

Independent Advisor Alliance’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 		$551K Buy
2,607
+6
+0.2% +$1.1K 0.01% 633
2026
Q1 		$415K Buy
2,601
+17
+0.7% +$2.61K ﹤0.01% 1190
2025
Q4 		$354K Buy
2,584
+14
+0.5% +$1.81K 0.01% 748
2025
Q3 		$312K Buy
+2,570
New +$277K 0.01% 757

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

Independent Advisor Alliance's NHC Position: Q2 2026 in Review

Independent Advisor Alliance increased its National Healthcare (NHC) stake by 0.23% in Q2 2026, buying an estimated $1.1K and bringing the position to 2,607 shares worth $551K. The position accounts for 0.01% of the portfolio, ranked #633.

Independent Advisor Alliance first reported a position in NHC in Q3 2025 and has held it in 4 quarters since. 249 funds tracked by Wall St. Rank hold NHC as of Q2 2026.

  • Independent Advisor Alliance held 2,607 shares of National Healthcare worth $551K as of Q2 2026.
  • Independent Advisor Alliance bought 6 National Healthcare shares in Q2 2026, an estimated $1.1K.
  • National Healthcare made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #633 holding.
  • Independent Advisor Alliance first reported a position in National Healthcare in Q3 2025 and has held it in 4 quarters since.
  • 249 funds tracked by Wall St. Rank held National Healthcare as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.