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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
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

EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
RIM
Reliant Investment Management Memphis, Tennessee $281M AUM 34.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

True Wealth Design's NHC Position: Q2 2026 in Review

True Wealth Design held its National Healthcare (NHC) position steady in Q2 2026 at 3 shares worth $635. The position accounts for ﹤0.01% of the portfolio, ranked #2121.

True Wealth Design first reported a position in NHC in Q1 2025 and has held it in 6 quarters since. 26 funds tracked by Wall St. Rank hold NHC as of Q2 2026.

  • True Wealth Design held 3 shares of National Healthcare worth $635 as of Q2 2026.
  • True Wealth Design left its National Healthcare share count unchanged in Q2 2026.
  • National Healthcare made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2121 holding.
  • True Wealth Design first reported a position in National Healthcare in Q1 2025 and has held it in 6 quarters since.
  • 26 funds tracked by Wall St. Rank held National Healthcare as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.