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Oak Associates’s National Healthcare NHC Stock Holding History

Oak Associates’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 		$2.48M Hold
11,724
– – 0.14% 77
2026
Q1 		$1.87M Hold
11,724
– – 0.13% 84
2025
Q4 		$1.61M Sell
11,724
-235
-2% -$30.4K 0.1% 84
2025
Q3 		$1.45M Hold
11,959
– – 0.09% 86
2025
Q2 		$1.28M Hold
11,959
– – 0.08% 89
2025
Q1 		$1.11M Buy
+11,959
New +$1.16M 0.08% 97

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 $3.37T AUM 44.26% 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

Oak Associates's NHC Position: Q2 2026 in Review

Oak Associates held its National Healthcare (NHC) position steady in Q2 2026 at 11,724 shares worth $2.48M. The position accounts for 0.14% of the portfolio, ranked #77.

Oak Associates first reported a position in NHC in Q1 2025 and has held it in 6 quarters since. 249 funds tracked by Wall St. Rank hold NHC as of Q2 2026.

  • Oak Associates held 11,724 shares of National Healthcare worth $2.48M as of Q2 2026.
  • Oak Associates left its National Healthcare share count unchanged in Q2 2026.
  • National Healthcare made up 0.14% of Oak Associates's portfolio in Q2 2026, its #77 holding.
  • Oak Associates first reported a position in National Healthcare in Q1 2025 and has held it in 6 quarters since.
  • 249 funds tracked by Wall St. Rank held National Healthcare as of Q2 2026.

Based on Oak Associates's 13F filing for Q2 2026, filed 14 Aug 2026.