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Physician Wealth Advisors’s NRC Health Common Stock NRC Stock Holding History

Physician Wealth Advisors’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
2025
Q3 		– Sell
-108
Closed -$1.81K – 1995
2025
Q2 		$1.81K Sell
108
-13
-11% -$176 ﹤0.01% 1084
2025
Q1 		$1.55K Buy
+121
New +$1.94K ﹤0.01% 927

Other funds holding NRC

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Physician Wealth Advisors's NRC Position: Q3 2025 in Review

Physician Wealth Advisors sold out of NRC Health Common Stock (NRC) in Q3 2025, closing a stake of 108 shares — an estimated $1.81K sold.

Physician Wealth Advisors first reported a position in NRC in Q1 2025 and held it in 2 quarters. The position peaked at $1.81K in Q2 2025. 118 funds tracked by Wall St. Rank hold NRC as of Q3 2025.

  • Physician Wealth Advisors reported no remaining NRC Health Common Stock position as of Q3 2025 after selling out during the quarter.
  • Physician Wealth Advisors sold 108 NRC Health Common Stock shares in Q3 2025, an estimated $1.81K.
  • Physician Wealth Advisors first reported a position in NRC Health Common Stock in Q1 2025 and held it in 2 quarters.
  • Physician Wealth Advisors's NRC Health Common Stock position peaked at $1.81K in Q2 2025.
  • 118 funds tracked by Wall St. Rank held NRC Health Common Stock as of Q3 2025.

Based on Physician Wealth Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.