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
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 $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
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

M Holdings Securities's NHC Position: Q1 2026 in Review

M Holdings Securities reduced its National Healthcare (NHC) stake by 0.17% in Q1 2026, selling an estimated $124K and leaving 462,411 shares worth $73.8M. The position accounts for 4.99% of the portfolio, ranked #4.

M Holdings Securities first reported a position in NHC in Q1 2020 and has held it in 4 quarters since. 238 funds tracked by Wall St. Rank hold NHC as of Q1 2026.

  • M Holdings Securities held 462,411 shares of National Healthcare worth $73.8M as of Q1 2026.
  • M Holdings Securities sold 809 National Healthcare shares in Q1 2026, an estimated $124K.
  • National Healthcare made up 4.99% of M Holdings Securities's portfolio in Q1 2026, its #4 holding.
  • M Holdings Securities first reported a position in National Healthcare in Q1 2020 and has held it in 4 quarters since.
  • 238 funds tracked by Wall St. Rank held National Healthcare as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.