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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
Q2 		$109K Buy
514
+6
+1% +$1.1K 0.01% 823
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 $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

Pinnacle Wealth Planning Services's NHC Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its National Healthcare (NHC) stake by 1.2% in Q2 2026, buying an estimated $1.1K and bringing the position to 514 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #823.

Pinnacle Wealth Planning Services first reported a position in NHC in Q4 2020 and has held it in 4 quarters since. 249 funds tracked by Wall St. Rank hold NHC as of Q2 2026.

  • Pinnacle Wealth Planning Services held 514 shares of National Healthcare worth $109K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 6 National Healthcare shares in Q2 2026, an estimated $1.1K.
  • National Healthcare made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #823 holding.
  • Pinnacle Wealth Planning Services first reported a position in National Healthcare in Q4 2020 and has held it in 4 quarters since.
  • 249 funds tracked by Wall St. Rank held National Healthcare as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.