JWM
NHC icon

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
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 $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

JPL Wealth Management's NHC Position: Q1 2026 in Review

JPL Wealth Management opened a new position in National Healthcare (NHC) in Q1 2026: 5 shares worth $799. The stake represents ﹤0.01% of the portfolio and ranks #1266 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in NHC as recently as Q3 2025.

JPL Wealth Management first reported a position in NHC in Q3 2025 and has held it in 2 quarters since. 238 funds tracked by Wall St. Rank hold NHC as of Q1 2026.

  • JPL Wealth Management held 5 shares of National Healthcare worth $799 as of Q1 2026.
  • National Healthcare was a new JPL Wealth Management position in Q1 2026.
  • National Healthcare made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #1266 holding.
  • JPL Wealth Management first reported a position in National Healthcare in Q3 2025 and has held it in 2 quarters since.
  • 238 funds tracked by Wall St. Rank held National Healthcare as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.