Root Financial Partners
NHC icon

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
Q3 		$2.85K Buy
+13
New +$2.89K ﹤0.01% 2472
2026
Q2 		– Sell
-11
Closed -$1.76K – 2184
2026
Q1 		$1.76K Buy
11
+8
+267% +$1.23K ﹤0.01% 2370
2025
Q4 		$411 Buy
+3
New +$388 ﹤0.01% 2232

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Robeco Institutional Asset Management
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New York State Teachers Retirement System (NYSTRS)
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Inspire Investing
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Root Financial Partners's NHC Position: Q3 2026 in Review

Root Financial Partners opened a new position in National Healthcare (NHC) in Q3 2026: 13 shares worth $2.85K. The stake represents ﹤0.01% of the portfolio and ranks #2472 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in NHC as recently as Q1 2026.

Root Financial Partners first reported a position in NHC in Q4 2025 and has held it in 3 quarters since. 45 funds tracked by Wall St. Rank hold NHC as of Q3 2026.

  • Root Financial Partners held 13 shares of National Healthcare worth $2.85K as of Q3 2026.
  • National Healthcare was a new Root Financial Partners position in Q3 2026.
  • National Healthcare made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2472 holding.
  • Root Financial Partners first reported a position in National Healthcare in Q4 2025 and has held it in 3 quarters since.
  • 45 funds tracked by Wall St. Rank held National Healthcare as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.