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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
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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Root Financial Partners's NHC Position: Q2 2026 in Review

Root Financial Partners sold out of National Healthcare (NHC) in Q2 2026, closing a stake of 11 shares — an estimated $1.76K sold.

Root Financial Partners first reported a position in NHC in Q4 2025 and held it in 2 quarters. The position peaked at $1.76K in Q1 2026. 249 funds tracked by Wall St. Rank hold NHC as of Q2 2026.

  • Root Financial Partners reported no remaining National Healthcare position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 11 National Healthcare shares in Q2 2026, an estimated $1.76K.
  • Root Financial Partners first reported a position in National Healthcare in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's National Healthcare position peaked at $1.76K in Q1 2026.
  • 249 funds tracked by Wall St. Rank held National Healthcare as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.