Vest Financial
NHC icon

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
Consolidated Planning Corp Atlanta, Georgia $735M AUM 14.62% 1-Year Est. Return
Abound Wealth Management
Abound Wealth Management Franklin, Tennessee $537M AUM 14.21% 1-Year Est. Return
James Investment Research
James Investment Research Alpha, Ohio $936M AUM 24.49% 1-Year Est. Return
Louisiana State Employees Retirement System
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
Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 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. 59 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.
  • 59 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.