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 Q3	$742	Hold	35	–	–	﹤0.01%	2023
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

WWM

Wolff Wiese Magana Carslbad, California $218M AUM 37.48% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

True Wealth Design's NRC Position: Q3 2026 in Review

True Wealth Design held its NRC Health Common Stock (NRC) position steady in Q3 2026 at 35 shares worth $742. The position accounts for ﹤0.01% of the portfolio, ranked #2023.

True Wealth Design first reported a position in NRC in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.07K in Q1 2025. 11 funds tracked by Wall St. Rank hold NRC as of Q3 2026.

True Wealth Design held 35 shares of NRC Health Common Stock worth $742 as of Q3 2026.
True Wealth Design left its NRC Health Common Stock share count unchanged in Q3 2026.
NRC Health Common Stock made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2023 holding.
True Wealth Design first reported a position in NRC Health Common Stock in Q4 2024 and has held it in 8 quarters since.
True Wealth Design's NRC Health Common Stock position peaked at $3.07K in Q1 2025.
11 funds tracked by Wall St. Rank held NRC Health Common Stock as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.