Vest Financial’s National Healthcare NHC Stock Holding History

Vest Financial’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	$9.9M	Sell	44,986 -5,102	-10%	-$1.13M	0.1%	164
2026 Q2	$10.6M	Buy	50,088 +10,724	+27%	+$1.97M	0.11%	159
2026 Q1	$6.29M	Buy	39,364 +14,021	+55%	+$2.15M	0.08%	210
2025 Q4	$3.47M	Buy	25,343 +12,759	+101%	+$1.65M	0.04%	262
2025 Q3	$1.53M	Buy	+12,584	New	+$1.36M	0.02%	319

Other funds holding NHC

Consolidated Planning Corp Atlanta, Georgia $735M AUM 14.62% 1-Year Est. Return

Abound Wealth Management Franklin, Tennessee $537M AUM 14.21% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

James Investment Research Alpha, Ohio $936M AUM 24.49% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $372M AUM 14.86% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Vest Financial's NHC Position: Q3 2026 in Review

Vest Financial reduced its National Healthcare (NHC) stake by 10% in Q3 2026, selling an estimated $1.13M and leaving 44,986 shares worth $9.9M. The position accounts for 0.1% of the portfolio, ranked #164.

Vest Financial first reported a position in NHC in Q3 2025 and has held it in 5 quarters since. The position peaked at $10.6M in Q2 2026. 61 funds tracked by Wall St. Rank hold NHC as of Q3 2026.

Vest Financial held 44,986 shares of National Healthcare worth $9.9M as of Q3 2026.
Vest Financial sold 5,102 National Healthcare shares in Q3 2026, an estimated $1.13M.
National Healthcare made up 0.1% of Vest Financial's portfolio in Q3 2026, its #164 holding.
Vest Financial first reported a position in National Healthcare in Q3 2025 and has held it in 5 quarters since.
Vest Financial's National Healthcare position peaked at $10.6M in Q2 2026.
61 funds tracked by Wall St. Rank held National Healthcare as of Q3 2026.

Based on Vest Financial's 13F filing for Q3 2026, filed 21 Oct 2026.