Jones Financial Companies
HCWC

Jones Financial Companies’s Healthy Choice Wellness HCWC Stock Holding History

Jones Financial Companies’s Portfolio HCWC Stock Details HCWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2 Sell
7
-42
-86% -$12 ﹤0.01% 4718
2025
Q4 		$12 Buy
49
+35
+250% +$19 ﹤0.01% 4374
2025
Q3 		$9 Hold
14
– – ﹤0.01% 4213
2025
Q2 		$6 Hold
14
– – ﹤0.01% 4022
2025
Q1 		$7 Buy
+14
New +$12 ﹤0.01% 3691

Other funds holding HCWC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies's HCWC Position: Q1 2026 in Review

Jones Financial Companies reduced its Healthy Choice Wellness (HCWC) stake by 86% in Q1 2026, selling an estimated $12 and leaving 7 shares worth $2. The position accounts for ﹤0.01% of the portfolio, ranked #4718.

Jones Financial Companies first reported a position in HCWC in Q1 2025 and has held it in 5 quarters since. The position peaked at $12 in Q4 2025. 35 funds tracked by Wall St. Rank hold HCWC as of Q1 2026.

  • Jones Financial Companies held 7 shares of Healthy Choice Wellness worth $2 as of Q1 2026.
  • Jones Financial Companies sold 42 Healthy Choice Wellness shares in Q1 2026, an estimated $12.
  • Healthy Choice Wellness made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #4718 holding.
  • Jones Financial Companies first reported a position in Healthy Choice Wellness in Q1 2025 and has held it in 5 quarters since.
  • Jones Financial Companies's Healthy Choice Wellness position peaked at $12 in Q4 2025.
  • 35 funds tracked by Wall St. Rank held Healthy Choice Wellness as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.