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WESPAC Advisors’s National Healthcare NHC Stock Holding History

WESPAC 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
2025
Q1 		– Sell
-8,317
Closed -$895K – 188
2024
Q4 		$895K Sell
8,317
-2,627
-24% -$320K 0.66% 49
2024
Q3 		$1.38M Sell
10,944
-799
-7% -$100K 1.02% 28
2024
Q2 		$1.27M Sell
11,743
-5,219
-31% -$509K 1% 27
2024
Q1 		$1.6M Buy
16,962
+172
+1% +$16.3K 0.93% 29
2023
Q4 		$1.55M Buy
+16,790
New +$1.29M 1.08% 21

Other funds holding NHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MSIIA
Morgan Stanley Institutional Investment Advisors Greenwood Village, Colorado $1.04B AUM 22.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

WESPAC Advisors's NHC Position: Q1 2025 in Review

WESPAC Advisors sold out of National Healthcare (NHC) in Q1 2025, closing a stake of 8,317 shares — an estimated $895K sold.

WESPAC Advisors first reported a position in NHC in Q4 2023 and held it in 5 quarters. The position peaked at $1.6M in Q1 2024. 179 funds tracked by Wall St. Rank hold NHC as of Q1 2025.

  • WESPAC Advisors reported no remaining National Healthcare position as of Q1 2025 after selling out during the quarter.
  • WESPAC Advisors sold 8,317 National Healthcare shares in Q1 2025, an estimated $895K.
  • WESPAC Advisors first reported a position in National Healthcare in Q4 2023 and held it in 5 quarters.
  • WESPAC Advisors's National Healthcare position peaked at $1.6M in Q1 2024.
  • 179 funds tracked by Wall St. Rank held National Healthcare as of Q1 2025.

Based on WESPAC Advisors's 13F filing for Q1 2025, filed 1 May 2025.