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Private Wealth Management Group’s National Healthcare NHC Stock Holding History

Private Wealth Management Group’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 		$1.76K Hold
11
– – ﹤0.01% 1121
2025
Q4 		$1.51K Hold
11
– – ﹤0.01% 1168
2025
Q3 		$1.34K Hold
11
– – ﹤0.01% 1210
2025
Q2 		$1.18K Hold
11
– – ﹤0.01% 1223
2025
Q1 		$1.02K Hold
11
– – ﹤0.01% 1263
2024
Q4 		$1.18K Hold
11
– – ﹤0.01% 1255
2024
Q3 		$1.38K Hold
11
– – ﹤0.01% 1194
2024
Q2 		$1.19K Hold
11
– – ﹤0.01% 1225
2024
Q1 		$1.04K Hold
11
– – ﹤0.01% 1253
2023
Q4 		$1.02K Buy
+11
New +$843 ﹤0.01% 1262

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

Private Wealth Management Group's NHC Position: Q1 2026 in Review

Private Wealth Management Group held its National Healthcare (NHC) position steady in Q1 2026 at 11 shares worth $1.76K. The position accounts for ﹤0.01% of the portfolio, ranked #1121.

Private Wealth Management Group first reported a position in NHC in Q4 2023 and has held it in 10 quarters since. 238 funds tracked by Wall St. Rank hold NHC as of Q1 2026.

  • Private Wealth Management Group held 11 shares of National Healthcare worth $1.76K as of Q1 2026.
  • Private Wealth Management Group left its National Healthcare share count unchanged in Q1 2026.
  • National Healthcare made up ﹤0.01% of Private Wealth Management Group's portfolio in Q1 2026, its #1121 holding.
  • Private Wealth Management Group first reported a position in National Healthcare in Q4 2023 and has held it in 10 quarters since.
  • 238 funds tracked by Wall St. Rank held National Healthcare as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.