SWGC
NHC icon

Summit Wealth Group (Colorado)’s National Healthcare NHC Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-24,016
Closed -$1.01M – 384
2025
Q3 		$1.01M Buy
+24,016
New +$2.59M 0.16% 95

Other funds holding NHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Summit Wealth Group (Colorado)'s NHC Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of National Healthcare (NHC) in Q4 2025, closing a stake of 24,016 shares — an estimated $1.01M sold.

Summit Wealth Group (Colorado) first reported a position in NHC in Q3 2025 and held it in 1 quarter. The position peaked at $1.01M in Q3 2025. 221 funds tracked by Wall St. Rank hold NHC as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining National Healthcare position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 24,016 National Healthcare shares in Q4 2025, an estimated $1.01M.
  • Summit Wealth Group (Colorado) first reported a position in National Healthcare in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s National Healthcare position peaked at $1.01M in Q3 2025.
  • 221 funds tracked by Wall St. Rank held National Healthcare as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.