Jones Financial Companies
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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
Q2 		$6.2K Sell
30
-375
-93% -$68.9K ﹤0.01% 4003
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 $6.73T AUM 46.02% 1-Year Est. Return
MSIIA
Morgan Stanley Institutional Investment Advisors Greenwood Village, Colorado $1.07B AUM 29.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jones Financial Companies's NHC Position: Q2 2026 in Review

Jones Financial Companies reduced its National Healthcare (NHC) stake by 93% in Q2 2026, selling an estimated $68.9K and leaving 30 shares worth $6.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4003.

Jones Financial Companies first reported a position in NHC in Q2 2025 and has held it in 5 quarters since. The position peaked at $65.2K in Q1 2026. 249 funds tracked by Wall St. Rank hold NHC as of Q2 2026.

  • Jones Financial Companies held 30 shares of National Healthcare worth $6.2K as of Q2 2026.
  • Jones Financial Companies sold 375 National Healthcare shares in Q2 2026, an estimated $68.9K.
  • National Healthcare made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4003 holding.
  • Jones Financial Companies first reported a position in National Healthcare in Q2 2025 and has held it in 5 quarters since.
  • Jones Financial Companies's National Healthcare position peaked at $65.2K in Q1 2026.
  • 249 funds tracked by Wall St. Rank held National Healthcare as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.