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Sovereign's Capital Management’s National Healthcare NHC Stock Holding History

Sovereign's Capital 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
2025
Q4 		– Sell
-27,639
Closed -$3.36M – 81
2025
Q3 		$3.36M Sell
27,639
-585
-2% -$63.1K 1.82% 26
2025
Q2 		$3.02M Buy
28,224
+2,688
+11% +$269K 1.62% 28
2025
Q1 		$2.37M Buy
25,536
+1,066
+4% +$103K 1.41% 29
2024
Q4 		$2.63M Buy
+24,470
New +$2.98M 1.68% 24

Other funds holding NHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sovereign's Capital Management's NHC Position: Q4 2025 in Review

Sovereign's Capital Management sold out of National Healthcare (NHC) in Q4 2025, closing a stake of 27,639 shares — an estimated $3.36M sold.

Sovereign's Capital Management first reported a position in NHC in Q4 2024 and held it in 4 quarters. The position peaked at $3.36M in Q3 2025. 221 funds tracked by Wall St. Rank hold NHC as of Q4 2025.

  • Sovereign's Capital Management reported no remaining National Healthcare position as of Q4 2025 after selling out during the quarter.
  • Sovereign's Capital Management sold 27,639 National Healthcare shares in Q4 2025, an estimated $3.36M.
  • Sovereign's Capital Management first reported a position in National Healthcare in Q4 2024 and held it in 4 quarters.
  • Sovereign's Capital Management's National Healthcare position peaked at $3.36M in Q3 2025.
  • 221 funds tracked by Wall St. Rank held National Healthcare as of Q4 2025.

Based on Sovereign's Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.