MHS
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M Holdings Securities’s National Healthcare NHC Stock Holding History

M Holdings Securities’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 		– Sell
-462,411
Closed -$73.8M – 236
2026
Q1 		$73.8M Sell
462,411
-809
-0.2% -$124K 4.99% 4
2025
Q4 		$63.5M Buy
463,220
+26
+0% +$3.36K 4.55% 5
2025
Q3 		$56.3M Buy
+463,194
New +$50M 11.9% 2
2020
Q2 		– Sell
-242,831
Closed -$17.4M – 209
2020
Q1 		$17.4M Buy
+242,831
New +$19.2M 2.58% 3

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

M Holdings Securities's NHC Position: Q2 2026 in Review

M Holdings Securities sold out of National Healthcare (NHC) in Q2 2026, closing a stake of 462,411 shares — an estimated $73.8M sold.

M Holdings Securities first reported a position in NHC in Q1 2020 and held it in 4 quarters. The position peaked at $73.8M in Q1 2026. 249 funds tracked by Wall St. Rank hold NHC as of Q2 2026.

  • M Holdings Securities reported no remaining National Healthcare position as of Q2 2026 after selling out during the quarter.
  • M Holdings Securities sold 462,411 National Healthcare shares in Q2 2026, an estimated $73.8M.
  • M Holdings Securities first reported a position in National Healthcare in Q1 2020 and held it in 4 quarters.
  • M Holdings Securities's National Healthcare position peaked at $73.8M in Q1 2026.
  • 249 funds tracked by Wall St. Rank held National Healthcare as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.