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Institute for Wealth Management’s National Healthcare NHC Stock Holding History

Institute for 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
Q3 		– Sell
-2,389
Closed -$256K – 592
2025
Q2 		$256K Buy
+2,389
New +$239K 0.03% 478

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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Institute for Wealth Management's NHC Position: Q3 2025 in Review

Institute for Wealth Management sold out of National Healthcare (NHC) in Q3 2025, closing a stake of 2,389 shares — an estimated $256K sold.

Institute for Wealth Management first reported a position in NHC in Q2 2025 and held it in 1 quarter. The position peaked at $256K in Q2 2025. 207 funds tracked by Wall St. Rank hold NHC as of Q3 2025.

  • Institute for Wealth Management reported no remaining National Healthcare position as of Q3 2025 after selling out during the quarter.
  • Institute for Wealth Management sold 2,389 National Healthcare shares in Q3 2025, an estimated $256K.
  • Institute for Wealth Management first reported a position in National Healthcare in Q2 2025 and held it in 1 quarter.
  • Institute for Wealth Management's National Healthcare position peaked at $256K in Q2 2025.
  • 207 funds tracked by Wall St. Rank held National Healthcare as of Q3 2025.

Based on Institute for Wealth Management's 13F filing for Q3 2025, filed 17 Oct 2025.