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Moran Wealth Management’s Jack Henry & Associates JKHY Stock Holding History

Moran Wealth Management’s Portfolio JKHY Stock Details JKHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.69M Sell
23,320
-2,537
-10% -$435K 0.11% 234
2025
Q4 		$4.72M Buy
25,857
+22,016
+573% +$3.67M 0.14% 207
2025
Q3 		$572K Buy
3,841
+705
+22% +$117K 0.02% 390
2025
Q2 		$565K Sell
3,136
-430
-12% -$76.4K 0.02% 397
2025
Q1 		$651K Sell
3,566
-305
-8% -$53.2K 0.02% 347
2024
Q4 		$679K Buy
3,871
+85
+2% +$15.2K 0.02% 340
2024
Q3 		$668K Buy
3,786
+28
+0.7% +$4.74K 0.02% 346
2024
Q2 		$624K Buy
3,758
+1,570
+72% +$261K 0.02% 325
2024
Q1 		$380K Buy
2,188
+818
+60% +$139K 0.01% 355
2023
Q4 		$224K Buy
+1,370
New +$210K 0.01% 395

Other funds holding JKHY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Moran Wealth Management's JKHY Position: Q1 2026 in Review

Moran Wealth Management reduced its Jack Henry & Associates (JKHY) stake by 9.8% in Q1 2026, selling an estimated $435K and leaving 23,320 shares worth $3.69M. The position accounts for 0.11% of the portfolio, ranked #234.

Moran Wealth Management first reported a position in JKHY in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.72M in Q4 2025. 768 funds tracked by Wall St. Rank hold JKHY as of Q1 2026.

  • Moran Wealth Management held 23,320 shares of Jack Henry & Associates worth $3.69M as of Q1 2026.
  • Moran Wealth Management sold 2,537 Jack Henry & Associates shares in Q1 2026, an estimated $435K.
  • Jack Henry & Associates made up 0.11% of Moran Wealth Management's portfolio in Q1 2026, its #234 holding.
  • Moran Wealth Management first reported a position in Jack Henry & Associates in Q4 2023 and has held it in 10 quarters since.
  • Moran Wealth Management's Jack Henry & Associates position peaked at $4.72M in Q4 2025.
  • 768 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.