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Clearstead Advisors’s Jabil JBL Stock Holding History

Clearstead Advisors’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 		$882K Buy
2,288
+2,146
+1,511% +$741K 0.01% 579
2026
Q1 		$37.8K Sell
142
-245
-63% -$61.7K ﹤0.01% 1332
2025
Q4 		$88.3K Sell
387
-133
-26% -$28.4K ﹤0.01% 1165
2025
Q3 		$113K Sell
520
-131
-20% -$28.5K ﹤0.01% 1015
2025
Q2 		$142K Buy
651
+418
+179% +$67.8K ﹤0.01% 970
2025
Q1 		$31.7K Sell
233
-8
-3% -$1.23K ﹤0.01% 1287
2024
Q4 		$34.7K Buy
241
+135
+127% +$17.7K ﹤0.01% 1250
2024
Q3 		$12.7K Hold
106
– – ﹤0.01% 1540
2024
Q2 		$11.5K Buy
106
+4
+4% +$485 ﹤0.01% 1522
2024
Q1 		$12K Buy
+102
New +$13.7K ﹤0.01% 1029

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

Clearstead Advisors's JBL Position: Q2 2026 in Review

Clearstead Advisors increased its Jabil (JBL) stake by 1,511% in Q2 2026, buying an estimated $741K and bringing the position to 2,288 shares worth $882K. The position accounts for 0.01% of the portfolio, ranked #579.

Clearstead Advisors first reported a position in JBL in Q1 2024 and has held it in 10 quarters since. 1,112 funds tracked by Wall St. Rank hold JBL as of Q2 2026.

  • Clearstead Advisors held 2,288 shares of Jabil worth $882K as of Q2 2026.
  • Clearstead Advisors bought 2,146 Jabil shares in Q2 2026, an estimated $741K.
  • Jabil made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #579 holding.
  • Clearstead Advisors first reported a position in Jabil in Q1 2024 and has held it in 10 quarters since.
  • 1,112 funds tracked by Wall St. Rank held Jabil as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.