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Evolve Private Wealth’s Jones Lang LaSalle JLL Stock Holding History

Evolve Private Wealth’s Portfolio JLL Stock Details JLL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.47M Sell
7,970
-1,736
-18% -$539K 0.15% 127
2026
Q1 		$2.95M Buy
9,706
+667
+7% +$215K 0.16% 122
2025
Q4 		$3.04M Buy
+9,039
New +$2.83M 0.18% 102

Other funds holding JLL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Evolve Private Wealth's JLL Position: Q2 2026 in Review

Evolve Private Wealth reduced its Jones Lang LaSalle (JLL) stake by 18% in Q2 2026, selling an estimated $539K and leaving 7,970 shares worth $2.47M. The position accounts for 0.15% of the portfolio, ranked #127.

Evolve Private Wealth first reported a position in JLL in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.04M in Q4 2025. 665 funds tracked by Wall St. Rank hold JLL as of Q2 2026.

  • Evolve Private Wealth held 7,970 shares of Jones Lang LaSalle worth $2.47M as of Q2 2026.
  • Evolve Private Wealth sold 1,736 Jones Lang LaSalle shares in Q2 2026, an estimated $539K.
  • Jones Lang LaSalle made up 0.15% of Evolve Private Wealth's portfolio in Q2 2026, its #127 holding.
  • Evolve Private Wealth first reported a position in Jones Lang LaSalle in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Jones Lang LaSalle position peaked at $3.04M in Q4 2025.
  • 665 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.