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Root Financial Partners’s NRC Health Common Stock NRC Stock Holding History

Root Financial Partners’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
Q1 		$374 Buy
+22
New +$374 ﹤0.01% 2965
2025
Q4 		– Sell
-1,000
Closed -$12.8K – 2497
2025
Q3 		$12.8K Buy
+1,000
New +$15K ﹤0.01% 1339

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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

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

Root Financial Partners opened a new position in NRC Health Common Stock (NRC) in Q1 2026: 22 shares worth $374. The stake represents ﹤0.01% of the portfolio and ranks #2965 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in NRC as recently as Q3 2025.

Root Financial Partners first reported a position in NRC in Q3 2025 and has held it in 2 quarters since. The position peaked at $12.8K in Q3 2025. 121 funds tracked by Wall St. Rank hold NRC as of Q1 2026.

  • Root Financial Partners held 22 shares of NRC Health Common Stock worth $374 as of Q1 2026.
  • NRC Health Common Stock was a new Root Financial Partners position in Q1 2026.
  • NRC Health Common Stock made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2965 holding.
  • Root Financial Partners first reported a position in NRC Health Common Stock in Q3 2025 and has held it in 2 quarters since.
  • Root Financial Partners's NRC Health Common Stock position peaked at $12.8K in Q3 2025.
  • 121 funds tracked by Wall St. Rank held NRC Health Common Stock as of Q1 2026.

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