United Asset Strategies’s Jack Henry & Associates JKHY Stock Holding History

United Asset Strategies’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 Q2	–	Sell	-27,528	Closed	-$4.35M	–	265
2026 Q1	$4.35M	Buy	27,528 +1,327	+5%	+$227K	0.35%	66
2025 Q4	$4.78M	Buy	26,201 +6,766	+35%	+$1.13M	0.37%	63
2025 Q3	$2.89M	Buy	19,435 +209	+1%	+$34.7K	0.23%	74
2025 Q2	$3.46M	Buy	19,226 +6,212	+48%	+$1.1M	0.3%	68
2025 Q1	$2.38M	Buy	+13,014	New	+$2.27M	0.22%	88
2022 Q2	–	Sell	-6,669	Closed	-$1.31M	–	221
2022 Q1	$1.31M	Buy	+6,669	New	+$1.17M	0.17%	110

Other funds holding JKHY

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

WAM

Walker Asset Management Verona, Missouri $198M AUM 27.67% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

LPPI

Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

United Asset Strategies's JKHY Position: Q2 2026 in Review

United Asset Strategies sold out of Jack Henry & Associates (JKHY) in Q2 2026, closing a stake of 27,528 shares — an estimated $4.35M sold.

United Asset Strategies first reported a position in JKHY in Q1 2022 and held it in 6 quarters. The position peaked at $4.78M in Q4 2025. 234 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

United Asset Strategies reported no remaining Jack Henry & Associates position as of Q2 2026 after selling out during the quarter.
United Asset Strategies sold 27,528 Jack Henry & Associates shares in Q2 2026, an estimated $4.35M.
United Asset Strategies first reported a position in Jack Henry & Associates in Q1 2022 and held it in 6 quarters.
United Asset Strategies's Jack Henry & Associates position peaked at $4.78M in Q4 2025.
234 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.