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 Q3	$2.63K	Sell	12 -1	-8%	-$222	﹤0.01%	1852
2026 Q2	$2.75K	Buy	13 +1	+8%	+$184	﹤0.01%	1900
2026 Q1	$1.92K	Hold	12	–	–	﹤0.01%	1988
2025 Q4	$1.64K	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

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Morgan Stanley Institutional Investment Advisors Greenwood Village, Colorado $1B AUM 15.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

MassMutual Private Wealth & Trust's NHC Position: Q3 2026 in Review

MassMutual Private Wealth & Trust reduced its National Healthcare (NHC) stake by 7.7% in Q3 2026, selling an estimated $222 and leaving 12 shares worth $2.63K. The position accounts for ﹤0.01% of the portfolio, ranked #1852.

MassMutual Private Wealth & Trust first reported a position in NHC in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.75K in Q2 2026. 219 funds tracked by Wall St. Rank hold NHC as of Q3 2026.

MassMutual Private Wealth & Trust held 12 shares of National Healthcare worth $2.63K as of Q3 2026.
MassMutual Private Wealth & Trust sold 1 National Healthcare share in Q3 2026, an estimated $222.
National Healthcare made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #1852 holding.
MassMutual Private Wealth & Trust first reported a position in National Healthcare in Q1 2021 and has held it in 21 quarters since.
MassMutual Private Wealth & Trust's National Healthcare position peaked at $2.75K in Q2 2026.
219 funds tracked by Wall St. Rank held National Healthcare as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.