True Wealth Design
NHC icon

True Wealth Design’s National Healthcare NHC Stock Holding History

True Wealth Design’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
Q3 		$659 Hold
3
– – ﹤0.01% 2060
2026
Q2 		$635 Hold
3
– – ﹤0.01% 2121
2026
Q1 		$480 Hold
3
– – ﹤0.01% 2067
2025
Q4 		$412 Hold
3
– – ﹤0.01% 2015
2025
Q3 		$365 Hold
3
– – ﹤0.01% 2108
2025
Q2 		$322 Hold
3
– – ﹤0.01% 1902
2025
Q1 		$279 Buy
+3
New +$291 ﹤0.01% 1808

Other funds holding NHC

Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Consolidated Planning Corp
Consolidated Planning Corp Atlanta, Georgia $735M AUM 14.62% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Ellsworth Advisors
Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

True Wealth Design's NHC Position: Q3 2026 in Review

True Wealth Design held its National Healthcare (NHC) position steady in Q3 2026 at 3 shares worth $659. The position accounts for ﹤0.01% of the portfolio, ranked #2060.

True Wealth Design first reported a position in NHC in Q1 2025 and has held it in 7 quarters since. 34 funds tracked by Wall St. Rank hold NHC as of Q3 2026.

  • True Wealth Design held 3 shares of National Healthcare worth $659 as of Q3 2026.
  • True Wealth Design left its National Healthcare share count unchanged in Q3 2026.
  • National Healthcare made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2060 holding.
  • True Wealth Design first reported a position in National Healthcare in Q1 2025 and has held it in 7 quarters since.
  • 34 funds tracked by Wall St. Rank held National Healthcare as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.