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Twin Peaks Wealth Advisors’s National Healthcare NHC Stock Holding History

Twin Peaks Wealth Advisors’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 		$3.51K Buy
+22
New +$3.38K ﹤0.01% 1520
2025
Q3 		– Sell
-1
Closed -$107 – 1419
2025
Q2 		$107 Buy
+1
New +$100 ﹤0.01% 2098

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

Twin Peaks Wealth Advisors's NHC Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in National Healthcare (NHC) in Q1 2026: 22 shares worth $3.51K. The stake represents ﹤0.01% of the portfolio and ranks #1520 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in NHC as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in NHC in Q2 2025 and has held it in 2 quarters since. 238 funds tracked by Wall St. Rank hold NHC as of Q1 2026.

  • Twin Peaks Wealth Advisors held 22 shares of National Healthcare worth $3.51K as of Q1 2026.
  • National Healthcare was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • National Healthcare made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1520 holding.
  • Twin Peaks Wealth Advisors first reported a position in National Healthcare in Q2 2025 and has held it in 2 quarters since.
  • 238 funds tracked by Wall St. Rank held National Healthcare as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.