Avior Wealth Management’s Jones Lang LaSalle JLL Stock Holding History

Avior Wealth Management’s Portfolio JLL Stock Details JLL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$622K	Buy	2,008 +259	+15%	+$80.5K	0.02%	461
2026 Q1	$532K	Buy	+1,749	New	+$565K	0.02%	518
2025 Q1	–	Sell	-429	Closed	-$109K	–	1570
2024 Q4	$109K	Sell	429 -9	-2%	-$2.4K	﹤0.01%	871
2024 Q3	$118K	Buy	438 +2	+0.5%	+$485	﹤0.01%	835
2024 Q2	$89.5K	Sell	436 -10	-2%	-$1.94K	﹤0.01%	897
2024 Q1	$87K	Buy	+446	New	+$81.1K	﹤0.01%	1023
2020 Q1	–	Sell	-2,442	Closed	-$425K	–	837
2019 Q4	$425K	Hold	2,442	–	–	0.07%	258
2019 Q3	$339K	Buy	+2,442	New	+$338K	0.06%	273

Other funds holding JLL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Avior Wealth Management increased its Jones Lang LaSalle (JLL) stake by 15% in Q2 2026, buying an estimated $80.5K and bringing the position to 2,008 shares worth $622K. The position accounts for 0.02% of the portfolio, ranked #461.

Avior Wealth Management first reported a position in JLL in Q3 2019 and has held it in 8 quarters since. 658 funds tracked by Wall St. Rank hold JLL as of Q2 2026.

Avior Wealth Management held 2,008 shares of Jones Lang LaSalle worth $622K as of Q2 2026.
Avior Wealth Management bought 259 Jones Lang LaSalle shares in Q2 2026, an estimated $80.5K.
Jones Lang LaSalle made up 0.02% of Avior Wealth Management's portfolio in Q2 2026, its #461 holding.
Avior Wealth Management first reported a position in Jones Lang LaSalle in Q3 2019 and has held it in 8 quarters since.
658 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q2 2026.

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