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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CreativeOne Wealth's JBL Position: Q1 2026 in Review

CreativeOne Wealth reduced its Jabil (JBL) stake by 4.9% in Q1 2026, selling an estimated $42.3K and leaving 3,283 shares worth $872K. The position accounts for 0.02% of the portfolio, ranked #624.

CreativeOne Wealth first reported a position in JBL in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.95M in Q2 2025. 969 funds tracked by Wall St. Rank hold JBL as of Q1 2026.

  • CreativeOne Wealth held 3,283 shares of Jabil worth $872K as of Q1 2026.
  • CreativeOne Wealth sold 168 Jabil shares in Q1 2026, an estimated $42.3K.
  • Jabil made up 0.02% of CreativeOne Wealth's portfolio in Q1 2026, its #624 holding.
  • CreativeOne Wealth first reported a position in Jabil in Q1 2023 and has held it in 13 quarters since.
  • CreativeOne Wealth's Jabil position peaked at $1.95M in Q2 2025.
  • 969 funds tracked by Wall St. Rank held Jabil as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.