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Wheelhouse Advisory Group’s National Healthcare NHC Stock Holding History

Wheelhouse Advisory Group’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 		$333K Buy
1,577
+313
+25% +$57.5K 0.09% 39
2026
Q1 		$202K Buy
+1,264
New +$194K 0.07% 51

Other funds holding NHC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Wheelhouse Advisory Group's NHC Position: Q2 2026 in Review

Wheelhouse Advisory Group increased its National Healthcare (NHC) stake by 25% in Q2 2026, buying an estimated $57.5K and bringing the position to 1,577 shares worth $333K. The position accounts for 0.09% of the portfolio, ranked #39.

Wheelhouse Advisory Group first reported a position in NHC in Q1 2026 and has held it in 2 quarters since. 99 funds tracked by Wall St. Rank hold NHC as of Q2 2026.

  • Wheelhouse Advisory Group held 1,577 shares of National Healthcare worth $333K as of Q2 2026.
  • Wheelhouse Advisory Group bought 313 National Healthcare shares in Q2 2026, an estimated $57.5K.
  • National Healthcare made up 0.09% of Wheelhouse Advisory Group's portfolio in Q2 2026, its #39 holding.
  • Wheelhouse Advisory Group first reported a position in National Healthcare in Q1 2026 and has held it in 2 quarters since.
  • 99 funds tracked by Wall St. Rank held National Healthcare as of Q2 2026.

Based on Wheelhouse Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.