CreativeOne Wealth’s Jabil JBL Stock Holding History

CreativeOne Wealth’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	$1.07M	Sell	2,775 -508	-15%	-$175K	0.02%	558
2026 Q1	$872K	Sell	3,283 -168	-5%	-$42.3K	0.02%	624
2025 Q4	$787K	Sell	3,451 -5,501	-61%	-$1.17M	0.02%	638
2025 Q3	$1.94M	Buy	8,952 +18	+0.2%	+$3.92K	0.05%	343
2025 Q2	$1.95M	Buy	8,934 +437	+5%	+$70.8K	0.05%	354
2025 Q1	$1.16M	Buy	8,497 +3,490	+70%	+$537K	0.03%	436
2024 Q4	$721K	Buy	5,007 +1,038	+26%	+$136K	0.02%	586
2024 Q3	$476K	Buy	3,969 +892	+29%	+$96.9K	0.02%	639
2024 Q2	$335K	Sell	3,077 -7,039	-70%	-$853K	0.02%	589
2024 Q1	$1.35M	Buy	10,116 +7,134	+239%	+$958K	0.05%	311
2023 Q4	$380K	Buy	2,982 +1,025	+52%	+$131K	0.02%	432
2023 Q3	$249K	Sell	1,957 -7,166	-79%	-$784K	0.02%	486
2023 Q2	$985K	Buy	9,123 +629	+7%	+$55.4K	0.05%	335
2023 Q1	$749K	Buy	+8,494	New	+$684K	0.04%	375

Other funds holding JBL

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

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 Malvern, Pennsylvania $2.22T AUM

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CreativeOne Wealth's JBL Position: Q2 2026 in Review

CreativeOne Wealth reduced its Jabil (JBL) stake by 15% in Q2 2026, selling an estimated $175K and leaving 2,775 shares worth $1.07M. The position accounts for 0.02% of the portfolio, ranked #558.

CreativeOne Wealth first reported a position in JBL in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.95M in Q2 2025. 1,118 funds tracked by Wall St. Rank hold JBL as of Q2 2026.

CreativeOne Wealth held 2,775 shares of Jabil worth $1.07M as of Q2 2026.
CreativeOne Wealth sold 508 Jabil shares in Q2 2026, an estimated $175K.
Jabil made up 0.02% of CreativeOne Wealth's portfolio in Q2 2026, its #558 holding.
CreativeOne Wealth first reported a position in Jabil in Q1 2023 and has held it in 14 quarters since.
CreativeOne Wealth's Jabil position peaked at $1.95M in Q2 2025.
1,118 funds tracked by Wall St. Rank held Jabil as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.