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Root Financial Partners’s National Healthcare NHC Stock Holding History

Root Financial Partners’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
Q1 		$1.76K Buy
11
+8
+267% +$1.23K ﹤0.01% 2370
2025
Q4 		$411 Buy
+3
New +$388 ﹤0.01% 2232

Other funds holding NHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MSIIA
Morgan Stanley Institutional Investment Advisors Greenwood Village, Colorado $1.04B AUM 22.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 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

Root Financial Partners's NHC Position: Q1 2026 in Review

Root Financial Partners increased its National Healthcare (NHC) stake by 267% in Q1 2026, buying an estimated $1.23K and bringing the position to 11 shares worth $1.76K. The position accounts for ﹤0.01% of the portfolio, ranked #2370.

Root Financial Partners first reported a position in NHC in Q4 2025 and has held it in 2 quarters since. 238 funds tracked by Wall St. Rank hold NHC as of Q1 2026.

  • Root Financial Partners held 11 shares of National Healthcare worth $1.76K as of Q1 2026.
  • Root Financial Partners bought 8 National Healthcare shares in Q1 2026, an estimated $1.23K.
  • National Healthcare made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2370 holding.
  • Root Financial Partners first reported a position in National Healthcare in Q4 2025 and has held it in 2 quarters since.
  • 238 funds tracked by Wall St. Rank held National Healthcare as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.