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Atria Wealth Solutions’s Jabil JBL Stock Holding History

Atria Wealth Solutions’s Portfolio JBL Stock Details JBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$267K Sell
1,223
-6,949
-85% -$1.13M 0.01% 1218
2025
Q1 		$1.11M Buy
8,172
+468
+6% +$72K 0.01% 843
2024
Q4 		$1.11M Buy
+7,704
New +$1.01M 0.01% 890
2024
Q2 		– Sell
-1,520
Closed -$204K – 2004
2024
Q1 		$204K Buy
+1,520
New +$204K ﹤0.01% 1824
2023
Q4 		– Sell
-1,726
Closed -$219K – 1981
2023
Q3 		$219K Buy
+1,726
New +$189K ﹤0.01% 1639
2023
Q1 		– Sell
-14,615
Closed -$997K – 1914
2022
Q4 		$997K Buy
+14,615
New +$966K 0.02% 749

Other funds holding JBL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Atria Wealth Solutions's JBL Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Jabil (JBL) stake by 85% in Q2 2025, selling an estimated $1.13M and leaving 1,223 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #1218.

Atria Wealth Solutions first reported a position in JBL in Q4 2022 and has held it in 6 quarters since. The position peaked at $1.11M in Q1 2025. 876 funds tracked by Wall St. Rank hold JBL as of Q2 2025.

  • Atria Wealth Solutions held 1,223 shares of Jabil worth $267K as of Q2 2025.
  • Atria Wealth Solutions sold 6,949 Jabil shares in Q2 2025, an estimated $1.13M.
  • Jabil made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1218 holding.
  • Atria Wealth Solutions first reported a position in Jabil in Q4 2022 and has held it in 6 quarters since.
  • Atria Wealth Solutions's Jabil position peaked at $1.11M in Q1 2025.
  • 876 funds tracked by Wall St. Rank held Jabil as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.