True Wealth Design’s NRC Health Common Stock NRC Stock Holding History

True Wealth Design’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	$755	Sell	35 -6	-15%	-$111	﹤0.01%	2075
2026 Q1	$697	Sell	41 -14	-25%	-$238	﹤0.01%	1929
2025 Q4	$1.03K	Sell	55 -67	-55%	-$1.01K	﹤0.01%	1692
2025 Q3	$1.56K	Sell	122 -27	-18%	-$405	﹤0.01%	1568
2025 Q2	$2.5K	Sell	149 -91	-38%	-$1.23K	﹤0.01%	1088
2025 Q1	$3.07K	Buy	240 +125	+109%	+$2.01K	﹤0.01%	848
2024 Q4	$2.03K	Buy	+115	New	+$2.18K	﹤0.01%	731

Other funds holding NRC

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 New York $72.6B AUM 54.88% 1-Year Est. Return

True Wealth Design's NRC Position: Q2 2026 in Review

True Wealth Design reduced its NRC Health Common Stock (NRC) stake by 15% in Q2 2026, selling an estimated $111 and leaving 35 shares worth $755. The position accounts for ﹤0.01% of the portfolio, ranked #2075.

True Wealth Design first reported a position in NRC in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.07K in Q1 2025. 124 funds tracked by Wall St. Rank hold NRC as of Q2 2026.

True Wealth Design held 35 shares of NRC Health Common Stock worth $755 as of Q2 2026.
True Wealth Design sold 6 NRC Health Common Stock shares in Q2 2026, an estimated $111.
NRC Health Common Stock made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2075 holding.
True Wealth Design first reported a position in NRC Health Common Stock in Q4 2024 and has held it in 7 quarters since.
True Wealth Design's NRC Health Common Stock position peaked at $3.07K in Q1 2025.
124 funds tracked by Wall St. Rank held NRC Health Common Stock as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.