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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
Q2 		$908K Sell
4,298
-2,795
-39% -$513K 0.05% 223
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 $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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Summit Global Investments's NHC Position: Q2 2026 in Review

Summit Global Investments reduced its National Healthcare (NHC) stake by 39% in Q2 2026, selling an estimated $513K and leaving 4,298 shares worth $908K. The position accounts for 0.05% of the portfolio, ranked #223.

Summit Global Investments first reported a position in NHC in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.29M in Q3 2025. 249 funds tracked by Wall St. Rank hold NHC as of Q2 2026.

  • Summit Global Investments held 4,298 shares of National Healthcare worth $908K as of Q2 2026.
  • Summit Global Investments sold 2,795 National Healthcare shares in Q2 2026, an estimated $513K.
  • National Healthcare made up 0.05% of Summit Global Investments's portfolio in Q2 2026, its #223 holding.
  • Summit Global Investments first reported a position in National Healthcare in Q3 2022 and has held it in 16 quarters since.
  • Summit Global Investments's National Healthcare position peaked at $1.29M in Q3 2025.
  • 249 funds tracked by Wall St. Rank held National Healthcare as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.