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Crestwood Advisors Group’s Jabil JBL Stock Holding History

Crestwood Advisors Group’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 		$656K Sell
1,702
-7
-0.4% -$2.42K 0.01% 406
2026
Q1 		$454K Buy
1,709
+289
+20% +$72.8K 0.01% 450
2025
Q4 		$324K Buy
+1,420
New +$303K 0.01% 499

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

Crestwood Advisors Group's JBL Position: Q2 2026 in Review

Crestwood Advisors Group reduced its Jabil (JBL) stake by 0.41% in Q2 2026, selling an estimated $2.42K and leaving 1,702 shares worth $656K. The position accounts for 0.01% of the portfolio, ranked #406.

Crestwood Advisors Group first reported a position in JBL in Q4 2025 and has held it in 3 quarters since. 1,112 funds tracked by Wall St. Rank hold JBL as of Q2 2026.

  • Crestwood Advisors Group held 1,702 shares of Jabil worth $656K as of Q2 2026.
  • Crestwood Advisors Group sold 7 Jabil shares in Q2 2026, an estimated $2.42K.
  • Jabil made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #406 holding.
  • Crestwood Advisors Group first reported a position in Jabil in Q4 2025 and has held it in 3 quarters since.
  • 1,112 funds tracked by Wall St. Rank held Jabil as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.