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Avior Wealth Management’s Jabil JBL Stock Holding History

Avior Wealth Management’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
Q2 		$552K Sell
1,433
-1,974
-58% -$682K 0.01% 489
2026
Q1 		$905K Sell
3,407
-140
-4% -$35.3K 0.03% 380
2025
Q4 		$809K Buy
3,547
+94
+3% +$20.1K 0.03% 344
2025
Q3 		$750K Buy
3,453
+1,609
+87% +$350K 0.02% 358
2025
Q2 		$402K Buy
1,844
+1,685
+1,060% +$273K 0.01% 493
2025
Q1 		$21.6K Sell
159
-1,681
-91% -$259K ﹤0.01% 719
2024
Q4 		$265K Buy
1,840
+1,734
+1,636% +$227K 0.01% 621
2024
Q3 		$12.7K Buy
106
+6
+6% +$652 ﹤0.01% 1485
2024
Q2 		$10.9K Sell
100
-27
-21% -$3.27K ﹤0.01% 1492
2024
Q1 		$17K Buy
127
+39
+44% +$5.24K ﹤0.01% 1671
2023
Q4 		$11.2K Hold
88
– – ﹤0.01% 972
2023
Q3 		$11.2K Hold
88
– – ﹤0.01% 1023
2023
Q2 		$9.5K Hold
88
– – ﹤0.01% 1034
2023
Q1 		$7.76K Buy
+88
New +$7.09K ﹤0.01% 1100

Other funds holding JBL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Avior Wealth Management's JBL Position: Q2 2026 in Review

Avior Wealth Management reduced its Jabil (JBL) stake by 58% in Q2 2026, selling an estimated $682K and leaving 1,433 shares worth $552K. The position accounts for 0.01% of the portfolio, ranked #489.

Avior Wealth Management first reported a position in JBL in Q1 2023 and has held it in 14 quarters since. The position peaked at $905K in Q1 2026. 1,112 funds tracked by Wall St. Rank hold JBL as of Q2 2026.

  • Avior Wealth Management held 1,433 shares of Jabil worth $552K as of Q2 2026.
  • Avior Wealth Management sold 1,974 Jabil shares in Q2 2026, an estimated $682K.
  • Jabil made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #489 holding.
  • Avior Wealth Management first reported a position in Jabil in Q1 2023 and has held it in 14 quarters since.
  • Avior Wealth Management's Jabil position peaked at $905K in Q1 2026.
  • 1,112 funds tracked by Wall St. Rank held Jabil as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.