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
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 $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

Independent Advisor Alliance's NHC Position: Q1 2026 in Review

Independent Advisor Alliance increased its National Healthcare (NHC) stake by 0.66% in Q1 2026, buying an estimated $2.61K and bringing the position to 2,601 shares worth $415K. The position accounts for ﹤0.01% of the portfolio, ranked #1190.

Independent Advisor Alliance first reported a position in NHC in Q3 2025 and has held it in 3 quarters since. 238 funds tracked by Wall St. Rank hold NHC as of Q1 2026.

  • Independent Advisor Alliance held 2,601 shares of National Healthcare worth $415K as of Q1 2026.
  • Independent Advisor Alliance bought 17 National Healthcare shares in Q1 2026, an estimated $2.61K.
  • National Healthcare made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1190 holding.
  • Independent Advisor Alliance first reported a position in National Healthcare in Q3 2025 and has held it in 3 quarters since.
  • 238 funds tracked by Wall St. Rank held National Healthcare as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.