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 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 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 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 Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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 New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ritholtz Wealth Management's NHC Position: Q1 2026 in Review

Ritholtz Wealth Management opened a new position in National Healthcare (NHC) in Q1 2026: 3,686 shares worth $589K. The stake represents 0.01% of the portfolio and ranks #732 among its holdings. This is a return to the name: Ritholtz Wealth Management previously reported a position in NHC as recently as Q1 2025.

Ritholtz Wealth Management first reported a position in NHC in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.3M in Q3 2024. 238 funds tracked by Wall St. Rank hold NHC as of Q1 2026.

Ritholtz Wealth Management held 3,686 shares of National Healthcare worth $589K as of Q1 2026.
National Healthcare was a new Ritholtz Wealth Management position in Q1 2026.
National Healthcare made up 0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #732 holding.
Ritholtz Wealth Management first reported a position in National Healthcare in Q1 2024 and has held it in 6 quarters since.
Ritholtz Wealth Management's National Healthcare position peaked at $1.3M in Q3 2024.
238 funds tracked by Wall St. Rank held National Healthcare as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.