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 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 $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

Stephens Inc's NHC Position: Q1 2026 in Review

Stephens Inc increased its National Healthcare (NHC) stake by 0.83% in Q1 2026, buying an estimated $3.84K and bringing the position to 3,043 shares worth $486K. The position accounts for 0.01% of the portfolio, ranked #860.

Stephens Inc first reported a position in NHC in Q4 2019 and has held it in 20 quarters since. 238 funds tracked by Wall St. Rank hold NHC as of Q1 2026.

Stephens Inc held 3,043 shares of National Healthcare worth $486K as of Q1 2026.
Stephens Inc bought 25 National Healthcare shares in Q1 2026, an estimated $3.84K.
National Healthcare made up 0.01% of Stephens Inc's portfolio in Q1 2026, its #860 holding.
Stephens Inc first reported a position in National Healthcare in Q4 2019 and has held it in 20 quarters since.
238 funds tracked by Wall St. Rank held National Healthcare as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.