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Ritholtz Wealth Management’s National Healthcare NHC Stock Holding History

Ritholtz Wealth Management’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 		$2.85M Buy
13,469
+9,783
+265% +$1.8M 0.04% 328
2026
Q1 		$589K Buy
+3,686
New +$566K 0.01% 732
2025
Q2 		– Sell
-2,858
Closed -$265K – 1024
2025
Q1 		$265K Sell
2,858
-6,843
-71% -$663K 0.01% 777
2024
Q4 		$1.04M Sell
9,701
-671
-6% -$81.6K 0.03% 356
2024
Q3 		$1.3M Buy
10,372
+2,548
+33% +$320K 0.04% 317
2024
Q2 		$848K Buy
7,824
+4,285
+121% +$418K 0.03% 388
2024
Q1 		$334K Buy
+3,539
New +$335K 0.01% 612

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

Ritholtz Wealth Management's NHC Position: Q2 2026 in Review

Ritholtz Wealth Management increased its National Healthcare (NHC) stake by 265% in Q2 2026, buying an estimated $1.8M and bringing the position to 13,469 shares worth $2.85M. The position accounts for 0.04% of the portfolio, ranked #328.

Ritholtz Wealth Management first reported a position in NHC in Q1 2024 and has held it in 7 quarters since. 249 funds tracked by Wall St. Rank hold NHC as of Q2 2026.

  • Ritholtz Wealth Management held 13,469 shares of National Healthcare worth $2.85M as of Q2 2026.
  • Ritholtz Wealth Management bought 9,783 National Healthcare shares in Q2 2026, an estimated $1.8M.
  • National Healthcare made up 0.04% of Ritholtz Wealth Management's portfolio in Q2 2026, its #328 holding.
  • Ritholtz Wealth Management first reported a position in National Healthcare in Q1 2024 and has held it in 7 quarters since.
  • 249 funds tracked by Wall St. Rank held National Healthcare as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.