Oath Planning’s National Healthcare NHC Stock Holding History

Oath Planning’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 Q3	$329K	Buy	+1,500	New	+$333K	0.21%	59

Other funds holding NHC

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

WAG

Wheelhouse Advisory Group St. Louis, Missouri $378M AUM 11.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Oath Planning's NHC Position: Q3 2026 in Review

Oath Planning opened a new position in National Healthcare (NHC) in Q3 2026: 1,500 shares worth $329K. The stake represents 0.21% of the portfolio and ranks #59 among its holdings.

29 funds tracked by Wall St. Rank hold NHC as of Q3 2026.

Oath Planning held 1,500 shares of National Healthcare worth $329K as of Q3 2026.
National Healthcare was a new Oath Planning position in Q3 2026.
National Healthcare made up 0.21% of Oath Planning's portfolio in Q3 2026, its #59 holding.
29 funds tracked by Wall St. Rank held National Healthcare as of Q3 2026.

Based on Oath Planning's 13F filing for Q3 2026, filed 20 Oct 2026.