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 Q3	$2.42K	Hold	11	–	–	﹤0.01%	1118
2026 Q2	$2.32K	Hold	11	–	–	﹤0.01%	1106
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

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Consolidated Planning Corp Atlanta, Georgia $735M AUM 14.62% 1-Year Est. Return

Abound Wealth Management Franklin, Tennessee $537M AUM 14.21% 1-Year Est. Return

James Investment Research Alpha, Ohio $936M AUM 24.49% 1-Year Est. Return

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

CVA

Central Valley Advisors Sacramento, California $372M AUM 14.86% 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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Private Wealth Management Group's NHC Position: Q3 2026 in Review

Private Wealth Management Group held its National Healthcare (NHC) position steady in Q3 2026 at 11 shares worth $2.42K. The position accounts for ﹤0.01% of the portfolio, ranked #1118.

Private Wealth Management Group first reported a position in NHC in Q4 2023 and has held it in 12 quarters since. 59 funds tracked by Wall St. Rank hold NHC as of Q3 2026.

Private Wealth Management Group held 11 shares of National Healthcare worth $2.42K as of Q3 2026.
Private Wealth Management Group left its National Healthcare share count unchanged in Q3 2026.
National Healthcare made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #1118 holding.
Private Wealth Management Group first reported a position in National Healthcare in Q4 2023 and has held it in 12 quarters since.
59 funds tracked by Wall St. Rank held National Healthcare as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.