Essential Partners’s NRC Health Common Stock NRC Stock Holding History

Essential Partners’s Portfolio NRC Stock Details NRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.56K	Hold	168	–	–	﹤0.01%	1669
2026 Q2	$3.62K	Sell	168 -386	-70%	-$7.17K	﹤0.01%	1691
2026 Q1	$9.41K	Sell	554 -174	-24%	-$2.96K	﹤0.01%	1289
2025 Q4	$13.7K	Sell	728 -390	-35%	-$5.89K	﹤0.01%	1050
2025 Q3	$14.3K	Buy	1,118 +869	+349%	+$13K	﹤0.01%	1025
2025 Q2	$4.18K	Buy	+249	New	+$3.36K	﹤0.01%	1104

Other funds holding NRC

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

WWM

Wolff Wiese Magana Carslbad, California $218M AUM 37.48% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's NRC Position: Q3 2026 in Review

Essential Partners held its NRC Health Common Stock (NRC) position steady in Q3 2026 at 168 shares worth $3.56K. The position accounts for ﹤0.01% of the portfolio, ranked #1669.

Essential Partners first reported a position in NRC in Q2 2025 and has held it in 6 quarters since. The position peaked at $14.3K in Q3 2025. 11 funds tracked by Wall St. Rank hold NRC as of Q3 2026.

Essential Partners held 168 shares of NRC Health Common Stock worth $3.56K as of Q3 2026.
Essential Partners left its NRC Health Common Stock share count unchanged in Q3 2026.
NRC Health Common Stock made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1669 holding.
Essential Partners first reported a position in NRC Health Common Stock in Q2 2025 and has held it in 6 quarters since.
Essential Partners's NRC Health Common Stock position peaked at $14.3K in Q3 2025.
11 funds tracked by Wall St. Rank held NRC Health Common Stock as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.