Lindbrook Capital’s National Healthcare NHC Stock Holding History

Lindbrook Capital’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 Q1	$6.4K	Hold	69	–	–	﹤0.01%	1853
2024 Q4	$7.42K	Hold	69	–	–	﹤0.01%	1807
2024 Q3	$8.68K	Hold	69	–	–	﹤0.01%	1750
2024 Q2	$7.48K	Hold	69	–	–	﹤0.01%	1793
2024 Q1	$6.52K	Hold	69	–	–	﹤0.01%	1777
2023 Q4	$6.38K	Sell	69 -9	-12%	-$690	﹤0.01%	1757
2023 Q3	$4.99K	Hold	78	–	–	﹤0.01%	1772
2023 Q2	$4.82K	Sell	78 -136	-64%	-$8.06K	﹤0.01%	1824
2023 Q1	$12.4K	Buy	+214	New	+$12.3K	﹤0.01%	1314
2022 Q4	–	Sell	-14	Closed	-$1K	–	2944
2022 Q3	$1K	Sell	14 -2	-13%	-$139	﹤0.01%	2420
2022 Q2	$1K	Buy	+16	New	+$1.12K	﹤0.01%	2304
2020 Q2	–	Sell	-34	Closed	-$2K	–	1833
2020 Q1	$2K	Sell	34 -22	-39%	-$1.74K	﹤0.01%	1316
2019 Q4	$5K	Hold	56	–	–	﹤0.01%	1109
2019 Q3	$5K	Hold	56	–	–	﹤0.01%	1076
2019 Q2	$4K	Hold	56	–	–	﹤0.01%	1111
2019 Q1	$4K	Hold	56	–	–	﹤0.01%	1128
2018 Q4	$4K	Buy	+56	New	+$4.38K	﹤0.01%	1073

Other funds holding NHC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Lindbrook Capital's NHC Position: Q1 2025 in Review

Lindbrook Capital held its National Healthcare (NHC) position steady in Q1 2025 at 69 shares worth $6.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1853.

Lindbrook Capital first reported a position in NHC in Q4 2018 and has held it in 17 quarters since. The position peaked at $12.4K in Q1 2023. 179 funds tracked by Wall St. Rank hold NHC as of Q1 2025.

Lindbrook Capital held 69 shares of National Healthcare worth $6.4K as of Q1 2025.
Lindbrook Capital left its National Healthcare share count unchanged in Q1 2025.
National Healthcare made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1853 holding.
Lindbrook Capital first reported a position in National Healthcare in Q4 2018 and has held it in 17 quarters since.
Lindbrook Capital's National Healthcare position peaked at $12.4K in Q1 2023.
179 funds tracked by Wall St. Rank held National Healthcare as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.