EverSource Wealth Advisors’s Jabil JBL Stock Holding History

EverSource Wealth 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	$3.32M	Sell	8,622 -6,492	-43%	-$2.24M	0.11%	158
2026 Q1	$4.01M	Buy	15,114 +7,269	+93%	+$1.83M	0.12%	133
2025 Q4	$1.79M	Buy	7,845 +128	+2%	+$27.3K	0.07%	211
2025 Q3	$1.68M	Sell	7,717 -5	-0.1%	-$1.09K	0.07%	197
2025 Q2	$1.68M	Sell	7,722 -37	-0.5%	-$6K	0.08%	185
2025 Q1	$1.06M	Buy	7,759 +141	+2%	+$21.7K	0.06%	233
2024 Q4	$1.1M	Buy	7,618 +138	+2%	+$18.1K	0.06%	231
2024 Q3	$896K	Buy	7,480 +4	+0.1%	+$434	0.06%	235
2024 Q2	$842K	Sell	7,476 -754	-9%	-$91.4K	0.06%	238
2024 Q1	$966K	Buy	8,230 +833	+11%	+$112K	0.08%	188
2023 Q4	$942K	Buy	7,397 +16	+0.2%	+$2.04K	0.09%	168
2023 Q3	$937K	Sell	7,381 -557	-7%	-$60.9K	0.1%	161
2023 Q2	$857K	Buy	7,938 +29	+0.4%	+$2.55K	0.09%	172
2023 Q1	$697K	Buy	7,909 +7	+0.1%	+$564	0.09%	177
2022 Q4	$539K	Sell	7,902 -2,254	-22%	-$149K	0.08%	186
2022 Q3	$586K	Buy	+10,156	New	+$591K	0.13%	153

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

EverSource Wealth Advisors's JBL Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Jabil (JBL) stake by 43% in Q2 2026, selling an estimated $2.24M and leaving 8,622 shares worth $3.32M. The position accounts for 0.11% of the portfolio, ranked #158.

EverSource Wealth Advisors first reported a position in JBL in Q3 2022 and has held it in 16 quarters since. The position peaked at $4.01M in Q1 2026. 1,112 funds tracked by Wall St. Rank hold JBL as of Q2 2026.

EverSource Wealth Advisors held 8,622 shares of Jabil worth $3.32M as of Q2 2026.
EverSource Wealth Advisors sold 6,492 Jabil shares in Q2 2026, an estimated $2.24M.
Jabil made up 0.11% of EverSource Wealth Advisors's portfolio in Q2 2026, its #158 holding.
EverSource Wealth Advisors first reported a position in Jabil in Q3 2022 and has held it in 16 quarters since.
EverSource Wealth Advisors's Jabil position peaked at $4.01M in Q1 2026.
1,112 funds tracked by Wall St. Rank held Jabil as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.