JWM
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JPL Wealth Management’s National Healthcare NHC Stock Holding History

JPL 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
2026
Q2 		$1.06K Hold
5
– – ﹤0.01% 1278
2026
Q1 		$799 Buy
+5
New +$767 ﹤0.01% 1266
2025
Q4 		– Sell
-5
Closed -$608 – 765
2025
Q3 		$608 Buy
+5
New +$539 ﹤0.01% 1052

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

JPL Wealth Management's NHC Position: Q2 2026 in Review

JPL Wealth Management held its National Healthcare (NHC) position steady in Q2 2026 at 5 shares worth $1.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1278.

JPL Wealth Management first reported a position in NHC in Q3 2025 and has held it in 3 quarters since. 249 funds tracked by Wall St. Rank hold NHC as of Q2 2026.

  • JPL Wealth Management held 5 shares of National Healthcare worth $1.06K as of Q2 2026.
  • JPL Wealth Management left its National Healthcare share count unchanged in Q2 2026.
  • National Healthcare made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1278 holding.
  • JPL Wealth Management first reported a position in National Healthcare in Q3 2025 and has held it in 3 quarters since.
  • 249 funds tracked by Wall St. Rank held National Healthcare as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.