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 Q2	$71K	Hold	1,418	–	–	﹤0.01%	3037
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 $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mudita Advisors London, United Kingdom $481M AUM 73.74% 1-Year Est. Return

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

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

NewEdge Advisors's NC Position: Q2 2026 in Review

NewEdge Advisors held its NACCO Industries (NC) position steady in Q2 2026 at 1,418 shares worth $71K. The position accounts for ﹤0.01% of the portfolio, ranked #3037.

NewEdge Advisors first reported a position in NC in Q4 2022 and has held it in 15 quarters since. The position peaked at $85K in Q2 2025. 91 funds tracked by Wall St. Rank hold NC as of Q2 2026.

NewEdge Advisors held 1,418 shares of NACCO Industries worth $71K as of Q2 2026.
NewEdge Advisors left its NACCO Industries share count unchanged in Q2 2026.
NACCO Industries made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3037 holding.
NewEdge Advisors first reported a position in NACCO Industries in Q4 2022 and has held it in 15 quarters since.
NewEdge Advisors's NACCO Industries position peaked at $85K in Q2 2025.
91 funds tracked by Wall St. Rank held NACCO Industries as of Q2 2026.

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