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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
Q2 		– Sell
-22
Closed -$3.51K – 1493
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 $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

Twin Peaks Wealth Advisors's NHC Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of National Healthcare (NHC) in Q2 2026, closing a stake of 22 shares — an estimated $3.51K sold.

Twin Peaks Wealth Advisors first reported a position in NHC in Q2 2025 and held it in 2 quarters. The position peaked at $3.51K in Q1 2026. 249 funds tracked by Wall St. Rank hold NHC as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining National Healthcare position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 22 National Healthcare shares in Q2 2026, an estimated $3.51K.
  • Twin Peaks Wealth Advisors first reported a position in National Healthcare in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's National Healthcare position peaked at $3.51K in Q1 2026.
  • 249 funds tracked by Wall St. Rank held National Healthcare as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.