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Summit Global Investments’s National Healthcare NHC Stock Holding History

Summit Global Investments’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 		$1.13M Sell
7,093
-958
-12% -$147K 0.07% 162
2025
Q4 		$1.1M Sell
8,051
-2,555
-24% -$330K 0.07% 182
2025
Q3 		$1.29M Buy
10,606
+129
+1% +$13.9K 0.08% 144
2025
Q2 		$1.12M Sell
10,477
-268
-2% -$26.8K 0.07% 175
2025
Q1 		$997K Buy
10,745
+114
+1% +$11K 0.07% 168
2024
Q4 		$1.14M Buy
10,631
+4,208
+66% +$512K 0.07% 191
2024
Q3 		$808K Sell
6,423
-4,328
-40% -$544K 0.05% 272
2024
Q2 		$1.17M Buy
10,751
+2,650
+33% +$258K 0.08% 214
2024
Q1 		$766K Buy
8,101
+717
+10% +$67.9K 0.06% 257
2023
Q4 		$682K Sell
7,384
-3,915
-35% -$300K 0.04% 291
2023
Q3 		$723K Buy
11,299
+4,299
+61% +$275K 0.05% 277
2023
Q2 		$433K Sell
7,000
-8,400
-55% -$498K 0.03% 368
2023
Q1 		$894K Buy
15,400
+5,600
+57% +$322K 0.07% 262
2022
Q4 		$583K Buy
9,800
+4,800
+96% +$291K 0.05% 289
2022
Q3 		$317K Buy
+5,000
New +$347K 0.03% 389

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

Summit Global Investments's NHC Position: Q1 2026 in Review

Summit Global Investments reduced its National Healthcare (NHC) stake by 12% in Q1 2026, selling an estimated $147K and leaving 7,093 shares worth $1.13M. The position accounts for 0.07% of the portfolio, ranked #162.

Summit Global Investments first reported a position in NHC in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.29M in Q3 2025. 238 funds tracked by Wall St. Rank hold NHC as of Q1 2026.

  • Summit Global Investments held 7,093 shares of National Healthcare worth $1.13M as of Q1 2026.
  • Summit Global Investments sold 958 National Healthcare shares in Q1 2026, an estimated $147K.
  • National Healthcare made up 0.07% of Summit Global Investments's portfolio in Q1 2026, its #162 holding.
  • Summit Global Investments first reported a position in National Healthcare in Q3 2022 and has held it in 15 quarters since.
  • Summit Global Investments's National Healthcare position peaked at $1.29M in Q3 2025.
  • 238 funds tracked by Wall St. Rank held National Healthcare as of Q1 2026.

Based on Summit Global Investments's 13F filing for Q1 2026, filed 7 May 2026.