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Pinnacle Wealth Planning Services’s National Healthcare NHC Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$81.1K Buy
508
+10
+2% +$1.53K 0.01% 919
2025
Q4 		$68.3K Buy
+498
New +$64.3K 0.01% 1002
2021
Q1 		– Sell
-238
Closed -$16K – 1379
2020
Q4 		$16K Buy
+238
New +$15.7K ﹤0.01% 1239

Other funds holding NHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MSIIA
Morgan Stanley Institutional Investment Advisors Greenwood Village, Colorado $1.04B AUM 22.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pinnacle Wealth Planning Services's NHC Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its National Healthcare (NHC) stake by 2% in Q1 2026, buying an estimated $1.53K and bringing the position to 508 shares worth $81.1K. The position accounts for 0.01% of the portfolio, ranked #919.

Pinnacle Wealth Planning Services first reported a position in NHC in Q4 2020 and has held it in 3 quarters since. 238 funds tracked by Wall St. Rank hold NHC as of Q1 2026.

  • Pinnacle Wealth Planning Services held 508 shares of National Healthcare worth $81.1K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 10 National Healthcare shares in Q1 2026, an estimated $1.53K.
  • National Healthcare made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #919 holding.
  • Pinnacle Wealth Planning Services first reported a position in National Healthcare in Q4 2020 and has held it in 3 quarters since.
  • 238 funds tracked by Wall St. Rank held National Healthcare as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.