MassMutual Private Wealth & Trust’s National Healthcare NHC Stock Holding History

MassMutual Private Wealth & Trust’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	$2.75K	Buy	13 +1	+8%	+$184	﹤0.01%	1900
2026 Q1	$1.92K	Hold	12	–	–	﹤0.01%	1988
2025 Q4	$1.65K	Hold	12	–	–	﹤0.01%	2049
2025 Q3	$1.46K	Hold	12	–	–	﹤0.01%	2064
2025 Q2	$1.28K	Hold	12	–	–	﹤0.01%	2062
2025 Q1	$1.11K	Hold	12	–	–	﹤0.01%	2096
2024 Q4	$1.29K	Buy	12 +2	+20%	+$243	﹤0.01%	1954
2024 Q3	$1.26K	Hold	10	–	–	﹤0.01%	1793
2024 Q2	$1.08K	Hold	10	–	–	﹤0.01%	1796
2024 Q1	$945	Hold	10	–	–	﹤0.01%	1719
2023 Q4	$924	Hold	10	–	–	﹤0.01%	1693
2023 Q3	$640	Hold	10	–	–	﹤0.01%	1769
2023 Q2	$618	Hold	10	–	–	﹤0.01%	1741
2023 Q1	$581	Buy	+10	New	+$575	﹤0.01%	1653
2022 Q4	–	Sell	-7	Closed	–	–	1777
2022 Q3	$0	Buy	+7	New	+$486	﹤0.01%	1746
2022 Q2	–	Sell	-13	Closed	-$1K	–	1643
2022 Q1	$1K	Sell	13 -16	-55%	-$1.08K	﹤0.01%	1371
2021 Q4	$2K	Buy	29 +13	+81%	+$900	﹤0.01%	1111
2021 Q3	$1K	Hold	16	–	–	﹤0.01%	1198
2021 Q2	$1K	Hold	16	–	–	﹤0.01%	1154
2021 Q1	$1K	Buy	+16	New	+$1.13K	﹤0.01%	1002

Other funds holding NHC

Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

RIM

Reliant Investment Management Memphis, Tennessee $281M AUM 34.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

BWM

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

MassMutual Private Wealth & Trust's NHC Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its National Healthcare (NHC) stake by 8.3% in Q2 2026, buying an estimated $184 and bringing the position to 13 shares worth $2.75K. The position accounts for ﹤0.01% of the portfolio, ranked #1900.

MassMutual Private Wealth & Trust first reported a position in NHC in Q1 2021 and has held it in 20 quarters since. 20 funds tracked by Wall St. Rank hold NHC as of Q2 2026.

MassMutual Private Wealth & Trust held 13 shares of National Healthcare worth $2.75K as of Q2 2026.
MassMutual Private Wealth & Trust bought 1 National Healthcare share in Q2 2026, an estimated $184.
National Healthcare made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1900 holding.
MassMutual Private Wealth & Trust first reported a position in National Healthcare in Q1 2021 and has held it in 20 quarters since.
20 funds tracked by Wall St. Rank held National Healthcare as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.