AWE
JBL icon

Avidian Wealth Enterprises’s Jabil JBL Stock Holding History

Avidian Wealth Enterprises’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
2026
Q3 		$455K Buy
1,587
+881
+125% +$281K 0.01% 503
2026
Q2 		$272K Buy
+706
New +$244K 0.01% 622

Other funds holding JBL

EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Avidian Wealth Enterprises's JBL Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Jabil (JBL) stake by 125% in Q3 2026, buying an estimated $281K and bringing the position to 1,587 shares worth $455K. The position accounts for 0.01% of the portfolio, ranked #503.

Avidian Wealth Enterprises first reported a position in JBL in Q2 2026 and has held it in 2 quarters since. 23 funds tracked by Wall St. Rank hold JBL as of Q3 2026.

  • Avidian Wealth Enterprises held 1,587 shares of Jabil worth $455K as of Q3 2026.
  • Avidian Wealth Enterprises bought 881 Jabil shares in Q3 2026, an estimated $281K.
  • Jabil made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #503 holding.
  • Avidian Wealth Enterprises first reported a position in Jabil in Q2 2026 and has held it in 2 quarters since.
  • 23 funds tracked by Wall St. Rank held Jabil as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.