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Steward Partners Investment Advisory’s National Healthcare NHC Stock Holding History

Steward Partners Investment Advisory’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 		$32.4K Buy
203
+1
+0.5% +$153 ﹤0.01% 3009
2025
Q4 		$27.7K Hold
202
– – ﹤0.01% 2994
2025
Q3 		$24.5K Hold
202
– – ﹤0.01% 2997
2025
Q2 		$21.6K Buy
+202
New +$20.2K ﹤0.01% 2888

Other funds holding NHC

BlackRock
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
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
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
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

Steward Partners Investment Advisory's NHC Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its National Healthcare (NHC) stake by 0.5% in Q1 2026, buying an estimated $153 and bringing the position to 203 shares worth $32.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3009.

Steward Partners Investment Advisory first reported a position in NHC in Q2 2025 and has held it in 4 quarters since. 238 funds tracked by Wall St. Rank hold NHC as of Q1 2026.

  • Steward Partners Investment Advisory held 203 shares of National Healthcare worth $32.4K as of Q1 2026.
  • Steward Partners Investment Advisory bought 1 National Healthcare share in Q1 2026, an estimated $153.
  • National Healthcare made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3009 holding.
  • Steward Partners Investment Advisory first reported a position in National Healthcare in Q2 2025 and has held it in 4 quarters since.
  • 238 funds tracked by Wall St. Rank held National Healthcare as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.