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Stone House Investment Management’s NACCO Industries NC Stock Holding History

Stone House Investment Management’s Portfolio NC Stock Details NC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.08K Hold
40
– – ﹤0.01% 589
2025
Q4 		$1.96K Buy
+40
New +$1.84K ﹤0.01% 560

Other funds holding NC

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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
MA
Mudita Advisors London, United Kingdom $490M AUM 66.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Stone House Investment Management's NC Position: Q1 2026 in Review

Stone House Investment Management held its NACCO Industries (NC) position steady in Q1 2026 at 40 shares worth $2.08K. The position accounts for ﹤0.01% of the portfolio, ranked #589.

Stone House Investment Management first reported a position in NC in Q4 2025 and has held it in 2 quarters since. 94 funds tracked by Wall St. Rank hold NC as of Q1 2026.

  • Stone House Investment Management held 40 shares of NACCO Industries worth $2.08K as of Q1 2026.
  • Stone House Investment Management left its NACCO Industries share count unchanged in Q1 2026.
  • NACCO Industries made up ﹤0.01% of Stone House Investment Management's portfolio in Q1 2026, its #589 holding.
  • Stone House Investment Management first reported a position in NACCO Industries in Q4 2025 and has held it in 2 quarters since.
  • 94 funds tracked by Wall St. Rank held NACCO Industries as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.