Jones Financial Companies
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Jones Financial Companies’s Health Catalyst HCAT Stock Holding History

Jones Financial Companies’s Portfolio HCAT Stock Details HCAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-70
Closed -$267 – 4296
2025
Q2 		$267 Buy
+70
New +$275 ﹤0.01% 3883

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Jones Financial Companies's HCAT Position: Q3 2025 in Review

Jones Financial Companies sold out of Health Catalyst (HCAT) in Q3 2025, closing a stake of 70 shares — an estimated $267 sold.

Jones Financial Companies first reported a position in HCAT in Q2 2025 and held it in 1 quarter. The position peaked at $267 in Q2 2025. 145 funds tracked by Wall St. Rank hold HCAT as of Q3 2025.

  • Jones Financial Companies reported no remaining Health Catalyst position as of Q3 2025 after selling out during the quarter.
  • Jones Financial Companies sold 70 Health Catalyst shares in Q3 2025, an estimated $267.
  • Jones Financial Companies first reported a position in Health Catalyst in Q2 2025 and held it in 1 quarter.
  • Jones Financial Companies's Health Catalyst position peaked at $267 in Q2 2025.
  • 145 funds tracked by Wall St. Rank held Health Catalyst as of Q3 2025.

Based on Jones Financial Companies's 13F filing for Q3 2025, filed 4 Nov 2025.