UMB Bank’s National Healthcare NHC Stock Holding History

UMB Bank’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	$46K	Buy	288 +1	+0.3%	+$153	﹤0.01%	1290
2025 Q4	$39.3K	Sell	287 -188	-40%	-$24.3K	﹤0.01%	1320
2025 Q3	$57.7K	Buy	475 +19	+4%	+$2.05K	﹤0.01%	1100
2025 Q2	$48.8K	Buy	456 +26	+6%	+$2.6K	﹤0.01%	1125
2025 Q1	$39.9K	Buy	430 +7	+2%	+$678	﹤0.01%	1145
2024 Q4	$45.5K	Sell	423 -8	-2%	-$973	﹤0.01%	954
2024 Q3	$54.2K	Buy	431 +13	+3%	+$1.64K	﹤0.01%	853
2024 Q2	$45.3K	Buy	418 +10	+2%	+$975	﹤0.01%	850
2024 Q1	$38.6K	Buy	408 +8	+2%	+$757	﹤0.01%	879
2023 Q4	$37K	Hold	400	–	–	﹤0.01%	904
2023 Q3	$25.6K	Hold	400	–	–	﹤0.01%	1011
2023 Q2	$24.7K	Hold	400	–	–	﹤0.01%	1035
2023 Q1	$23.2K	Hold	400	–	–	﹤0.01%	1049
2022 Q4	$24K	Hold	400	–	–	﹤0.01%	1057
2022 Q3	$25K	Hold	400	–	–	﹤0.01%	1039
2022 Q2	$28K	Hold	400	–	–	﹤0.01%	1061
2022 Q1	$28K	Hold	400	–	–	﹤0.01%	1133
2021 Q4	$27K	Buy	+400	New	+$27.7K	﹤0.01%	1174

Other funds holding NHC

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 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 Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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 New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UMB Bank's NHC Position: Q1 2026 in Review

UMB Bank increased its National Healthcare (NHC) stake by 0.35% in Q1 2026, buying an estimated $153 and bringing the position to 288 shares worth $46K. The position accounts for ﹤0.01% of the portfolio, ranked #1290.

UMB Bank first reported a position in NHC in Q4 2021 and has held it in 18 quarters since. The position peaked at $57.7K in Q3 2025. 238 funds tracked by Wall St. Rank hold NHC as of Q1 2026.

UMB Bank held 288 shares of National Healthcare worth $46K as of Q1 2026.
UMB Bank bought 1 National Healthcare share in Q1 2026, an estimated $153.
National Healthcare made up ﹤0.01% of UMB Bank's portfolio in Q1 2026, its #1290 holding.
UMB Bank first reported a position in National Healthcare in Q4 2021 and has held it in 18 quarters since.
UMB Bank's National Healthcare position peaked at $57.7K in Q3 2025.
238 funds tracked by Wall St. Rank held National Healthcare as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.