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Larson Financial Group’s National Healthcare NHC Stock Holding History

Larson Financial Group’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
Q4 		– Sell
-140
Closed -$17K – 3599
2025
Q3 		$17K Buy
+140
New +$15.1K ﹤0.01% 1732

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

Larson Financial Group's NHC Position: Q4 2025 in Review

Larson Financial Group sold out of National Healthcare (NHC) in Q4 2025, closing a stake of 140 shares — an estimated $17K sold.

Larson Financial Group first reported a position in NHC in Q3 2025 and held it in 1 quarter. The position peaked at $17K in Q3 2025. 221 funds tracked by Wall St. Rank hold NHC as of Q4 2025.

  • Larson Financial Group reported no remaining National Healthcare position as of Q4 2025 after selling out during the quarter.
  • Larson Financial Group sold 140 National Healthcare shares in Q4 2025, an estimated $17K.
  • Larson Financial Group first reported a position in National Healthcare in Q3 2025 and held it in 1 quarter.
  • Larson Financial Group's National Healthcare position peaked at $17K in Q3 2025.
  • 221 funds tracked by Wall St. Rank held National Healthcare as of Q4 2025.

Based on Larson Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.