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Mount Yale Investment Advisors’s National Healthcare NHC Stock Holding History

Mount Yale Investment Advisors’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 		$533K Buy
2,516
+1
+0% +$184 0.01% 760
2026
Q1 		$403K Buy
+2,515
New +$386K 0.01% 786

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's NHC Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its National Healthcare (NHC) stake by 0.04% in Q2 2026, buying an estimated $184 and bringing the position to 2,516 shares worth $533K. The position accounts for 0.01% of the portfolio, ranked #760.

Mount Yale Investment Advisors first reported a position in NHC in Q1 2026 and has held it in 2 quarters since. 248 funds tracked by Wall St. Rank hold NHC as of Q2 2026.

  • Mount Yale Investment Advisors held 2,516 shares of National Healthcare worth $533K as of Q2 2026.
  • Mount Yale Investment Advisors bought 1 National Healthcare share in Q2 2026, an estimated $184.
  • National Healthcare made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #760 holding.
  • Mount Yale Investment Advisors first reported a position in National Healthcare in Q1 2026 and has held it in 2 quarters since.
  • 248 funds tracked by Wall St. Rank held National Healthcare as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.