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Inspire Advisors’s NACCO Industries NC Stock Holding History

Inspire Advisors’s Portfolio NC Stock Details NC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-5,639
Closed -$238K – 608
2025
Q3 		$238K Buy
+5,639
New +$224K 0.02% 445

Other funds holding NC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
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
MA
Mudita Advisors London, United Kingdom $490M AUM 66.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Inspire Advisors's NC Position: Q4 2025 in Review

Inspire Advisors sold out of NACCO Industries (NC) in Q4 2025, closing a stake of 5,639 shares — an estimated $238K sold.

Inspire Advisors first reported a position in NC in Q3 2025 and held it in 1 quarter. The position peaked at $238K in Q3 2025. 87 funds tracked by Wall St. Rank hold NC as of Q4 2025.

  • Inspire Advisors reported no remaining NACCO Industries position as of Q4 2025 after selling out during the quarter.
  • Inspire Advisors sold 5,639 NACCO Industries shares in Q4 2025, an estimated $238K.
  • Inspire Advisors first reported a position in NACCO Industries in Q3 2025 and held it in 1 quarter.
  • Inspire Advisors's NACCO Industries position peaked at $238K in Q3 2025.
  • 87 funds tracked by Wall St. Rank held NACCO Industries as of Q4 2025.

Based on Inspire Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.