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 Q1	$403K	Buy	+2,515	New	+$386K	0.01%	786

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 $1.04B AUM 22.76% 1-Year Est. Return

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 Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mount Yale Investment Advisors's NHC Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in National Healthcare (NHC) in Q1 2026: 2,515 shares worth $403K. The stake represents 0.01% of the portfolio and ranks #786 among its holdings.

238 funds tracked by Wall St. Rank hold NHC as of Q1 2026.

Mount Yale Investment Advisors held 2,515 shares of National Healthcare worth $403K as of Q1 2026.
National Healthcare was a new Mount Yale Investment Advisors position in Q1 2026.
National Healthcare made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #786 holding.
238 funds tracked by Wall St. Rank held National Healthcare as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.