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Pinnacle Wealth Planning Services’s NRC Health Common Stock NRC Stock Holding History

Pinnacle Wealth Planning Services’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
Q2 		$12.2K Hold
564
– – ﹤0.01% 1989
2026
Q1 		$9.58K Hold
564
– – ﹤0.01% 2020
2025
Q4 		$10.6K Buy
+564
New +$8.51K ﹤0.01% 1991

Other funds holding NRC

Kayne Anderson Rudnick Investment Management
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BlackRock
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WIC
Willis Investment Counsel Gainesville, Georgia $2.1B AUM 24.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Pinnacle Wealth Planning Services's NRC Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its NRC Health Common Stock (NRC) position steady in Q2 2026 at 564 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1989.

Pinnacle Wealth Planning Services first reported a position in NRC in Q4 2025 and has held it in 3 quarters since. 124 funds tracked by Wall St. Rank hold NRC as of Q2 2026.

  • Pinnacle Wealth Planning Services held 564 shares of NRC Health Common Stock worth $12.2K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its NRC Health Common Stock share count unchanged in Q2 2026.
  • NRC Health Common Stock made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1989 holding.
  • Pinnacle Wealth Planning Services first reported a position in NRC Health Common Stock in Q4 2025 and has held it in 3 quarters since.
  • 124 funds tracked by Wall St. Rank held NRC Health Common Stock as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.