Marshall Wace’s National Healthcare NHC Stock Holding History

Marshall Wace’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	$900K	Buy	+4,259	New	+$782K	﹤0.01%	2250
2024 Q4	–	Sell	-3,000	Closed	-$377K	–	2865
2024 Q3	$377K	Buy	3,000 +900	+43%	+$113K	﹤0.01%	2034
2024 Q2	$228K	Buy	+2,100	New	+$205K	﹤0.01%	2257
2023 Q3	–	Sell	-5,855	Closed	-$362K	–	2522
2023 Q2	$362K	Sell	5,855 -41,690	-88%	-$2.47M	﹤0.01%	2087
2023 Q1	$2.76M	Buy	+47,545	New	+$2.73M	0.01%	1282
2021 Q1	–	Sell	-15,028	Closed	-$998K	–	2740
2020 Q4	$998K	Sell	15,028 -5,234	-26%	-$345K	0.01%	1212
2020 Q3	$1.26M	Buy	+20,262	New	+$1.27M	0.01%	937

Other funds holding NHC

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Marshall Wace's NHC Position: Q2 2026 in Review

Marshall Wace opened a new position in National Healthcare (NHC) in Q2 2026: 4,259 shares worth $900K. The stake represents ﹤0.01% of the portfolio and ranks #2250 among its holdings. This is a return to the name: Marshall Wace previously reported a position in NHC as recently as Q3 2024.

Marshall Wace first reported a position in NHC in Q3 2020 and has held it in 7 quarters since. The position peaked at $2.76M in Q1 2023. 248 funds tracked by Wall St. Rank hold NHC as of Q2 2026.

Marshall Wace held 4,259 shares of National Healthcare worth $900K as of Q2 2026.
National Healthcare was a new Marshall Wace position in Q2 2026.
National Healthcare made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #2250 holding.
Marshall Wace first reported a position in National Healthcare in Q3 2020 and has held it in 7 quarters since.
Marshall Wace's National Healthcare position peaked at $2.76M in Q1 2023.
248 funds tracked by Wall St. Rank held National Healthcare as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.