Occudo Quantitative Strategies’s National Healthcare NHC Stock Holding History

Occudo Quantitative Strategies’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	$1.67M	Buy	7,891 +1,044	+15%	+$192K	0.09%	307
2026 Q1	$1.19M	Buy	6,847 +1,454	+27%	+$223K	0.06%	357
2025 Q4	$739K	Buy	+5,393	New	+$697K	0.05%	362
2025 Q2	–	Sell	-4,331	Closed	-$400K	–	815
2025 Q1	$400K	Buy	4,331 +523	+14%	+$50.7K	0.05%	415
2024 Q4	$410K	Sell	3,808 -420	-10%	-$51.1K	0.07%	356
2024 Q3	$532K	Buy	4,228 +2,034	+93%	+$256K	0.1%	264
2024 Q2	$238K	Buy	+2,194	New	+$214K	0.04%	544
2024 Q1	–	Sell	-5,595	Closed	-$517K	–	942
2023 Q4	$517K	Buy	+5,595	New	+$429K	0.07%	390

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 $1.07B AUM 29.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Occudo Quantitative Strategies's NHC Position: Q2 2026 in Review

Occudo Quantitative Strategies increased its National Healthcare (NHC) stake by 15% in Q2 2026, buying an estimated $192K and bringing the position to 7,891 shares worth $1.67M. The position accounts for 0.09% of the portfolio, ranked #307.

Occudo Quantitative Strategies first reported a position in NHC in Q4 2023 and has held it in 8 quarters since. 249 funds tracked by Wall St. Rank hold NHC as of Q2 2026.

Occudo Quantitative Strategies held 7,891 shares of National Healthcare worth $1.67M as of Q2 2026.
Occudo Quantitative Strategies bought 1,044 National Healthcare shares in Q2 2026, an estimated $192K.
National Healthcare made up 0.09% of Occudo Quantitative Strategies's portfolio in Q2 2026, its #307 holding.
Occudo Quantitative Strategies first reported a position in National Healthcare in Q4 2023 and has held it in 8 quarters since.
249 funds tracked by Wall St. Rank held National Healthcare as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.