Stephens Inc’s National Healthcare NHC Stock Holding History

Stephens Inc’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	$643K	Hold	3,043	–	–	0.01%	803
2026 Q1	$486K	Buy	3,043 +25	+0.8%	+$3.84K	0.01%	860
2025 Q4	$414K	Hold	3,018	–	–	0.01%	911
2025 Q3	$367K	Hold	3,018	–	–	﹤0.01%	960
2025 Q2	$323K	Hold	3,018	–	–	﹤0.01%	984
2025 Q1	$280K	Hold	3,018	–	–	﹤0.01%	1015
2024 Q4	$325K	Hold	3,018	–	–	﹤0.01%	982
2024 Q3	$380K	Hold	3,018	–	–	0.01%	935
2024 Q2	$327K	Hold	3,018	–	–	0.01%	967
2024 Q1	$285K	Hold	3,018	–	–	﹤0.01%	1019
2023 Q4	$279K	Buy	+3,018	New	+$231K	﹤0.01%	962
2022 Q4	–	Sell	-4,018	Closed	-$255K	–	1218
2022 Q3	$255K	Buy	4,018 +1,000	+33%	+$69.5K	0.01%	944
2022 Q2	$211K	Hold	3,018	–	–	﹤0.01%	1054
2022 Q1	$212K	Hold	3,018	–	–	﹤0.01%	1159
2021 Q4	$205K	Hold	3,018	–	–	﹤0.01%	1203
2021 Q3	$211K	Sell	3,018 -100	-3%	-$7.27K	﹤0.01%	1197
2021 Q2	$218K	Hold	3,118	–	–	﹤0.01%	1173
2021 Q1	$243K	Hold	3,118	–	–	﹤0.01%	1096
2020 Q4	$207K	Buy	+3,118	New	+$205K	﹤0.01%	1073
2020 Q2	–	Sell	-3,118	Closed	-$224K	–	1183
2020 Q1	$224K	Hold	3,118	–	–	0.01%	857
2019 Q4	$270K	Buy	+3,118	New	+$261K	0.01%	904

Other funds holding NHC

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Stephens Inc's NHC Position: Q2 2026 in Review

Stephens Inc held its National Healthcare (NHC) position steady in Q2 2026 at 3,043 shares worth $643K. The position accounts for 0.01% of the portfolio, ranked #803.

Stephens Inc first reported a position in NHC in Q4 2019 and has held it in 21 quarters since. 249 funds tracked by Wall St. Rank hold NHC as of Q2 2026.

Stephens Inc held 3,043 shares of National Healthcare worth $643K as of Q2 2026.
Stephens Inc left its National Healthcare share count unchanged in Q2 2026.
National Healthcare made up 0.01% of Stephens Inc's portfolio in Q2 2026, its #803 holding.
Stephens Inc first reported a position in National Healthcare in Q4 2019 and has held it in 21 quarters since.
249 funds tracked by Wall St. Rank held National Healthcare as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.