Jones Financial Companies
NHC icon

Jones Financial Companies’s National Healthcare NHC Stock Holding History

Jones Financial Companies’s Portfolio NHC Stock Details NHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$65.2K Buy
405
+399
+6,650% +$61.2K ﹤0.01% 2844
2025
Q4 		$823 Hold
6
– – ﹤0.01% 4063
2025
Q3 		$758 Hold
6
– – ﹤0.01% 3959
2025
Q2 		$649 Buy
+6
New +$600 ﹤0.01% 3758

Other funds holding NHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MSIIA
Morgan Stanley Institutional Investment Advisors Greenwood Village, Colorado $1.04B AUM 22.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Jones Financial Companies increased its National Healthcare (NHC) stake by 6,650% in Q1 2026, buying an estimated $61.2K and bringing the position to 405 shares worth $65.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2844.

Jones Financial Companies first reported a position in NHC in Q2 2025 and has held it in 4 quarters since. 238 funds tracked by Wall St. Rank hold NHC as of Q1 2026.

  • Jones Financial Companies held 405 shares of National Healthcare worth $65.2K as of Q1 2026.
  • Jones Financial Companies bought 399 National Healthcare shares in Q1 2026, an estimated $61.2K.
  • National Healthcare made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2844 holding.
  • Jones Financial Companies first reported a position in National Healthcare in Q2 2025 and has held it in 4 quarters since.
  • 238 funds tracked by Wall St. Rank held National Healthcare as of Q1 2026.

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