NewEdge Advisors’s NACCO Industries NC Stock Holding History

NewEdge Advisors’s Portfolio NC Stock Details NC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$73.7K	Hold	1,418	–	–	﹤0.01%	2842
2025 Q4	$69.5K	Hold	1,418	–	–	﹤0.01%	2868
2025 Q3	$59.8K	Sell	1,418 -500	-26%	-$19.8K	﹤0.01%	2776
2025 Q2	$85K	Sell	1,918 -1	-0.1%	-$36	﹤0.01%	2478
2025 Q1	$64.7K	Hold	1,919	–	–	﹤0.01%	2459
2024 Q4	$57.2K	Buy	1,919 +1	+0.1%	+$30	﹤0.01%	2479
2024 Q3	$54.4K	Hold	1,918	–	–	﹤0.01%	2406
2024 Q2	$53.1K	Hold	1,918	–	–	﹤0.01%	2322
2024 Q1	$57.9K	Hold	1,918	–	–	﹤0.01%	2259
2023 Q4	$70K	Hold	1,918	–	–	﹤0.01%	2099
2023 Q3	$67.3K	Sell	1,918 -61	-3%	-$2.07K	﹤0.01%	1992
2023 Q2	$68.6K	Buy	1,979 +20	+1%	+$684	﹤0.01%	1989
2023 Q1	$70.7K	Sell	1,959 -267	-12%	-$10K	﹤0.01%	1866
2022 Q4	$10.2K	Buy	+2,226	New	+$105K	﹤0.01%	2366

Other funds holding NC

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Mudita Advisors London, United Kingdom $490M AUM 66.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

NewEdge Advisors's NC Position: Q1 2026 in Review

NewEdge Advisors held its NACCO Industries (NC) position steady in Q1 2026 at 1,418 shares worth $73.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2842.

NewEdge Advisors first reported a position in NC in Q4 2022 and has held it in 14 quarters since. The position peaked at $85K in Q2 2025. 94 funds tracked by Wall St. Rank hold NC as of Q1 2026.

NewEdge Advisors held 1,418 shares of NACCO Industries worth $73.7K as of Q1 2026.
NewEdge Advisors left its NACCO Industries share count unchanged in Q1 2026.
NACCO Industries made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2842 holding.
NewEdge Advisors first reported a position in NACCO Industries in Q4 2022 and has held it in 14 quarters since.
NewEdge Advisors's NACCO Industries position peaked at $85K in Q2 2025.
94 funds tracked by Wall St. Rank held NACCO Industries as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.