Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Jabil JBL Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-29,930
Closed -$6.5M – 907
2025
Q3 		$6.5M Sell
29,930
-4,475
-13% -$974K 0.03% 412
2025
Q2 		$7.5M Buy
34,405
+350
+1% +$56.7K 0.03% 370
2025
Q1 		$4.63M Sell
34,055
-400
-1% -$61.5K 0.02% 418
2024
Q4 		$4.96M Buy
34,455
+1,461
+4% +$192K 0.02% 404
2024
Q3 		$3.9M Buy
32,994
+2,757
+9% +$299K 0.03% 380
2024
Q2 		$3.29M Buy
30,237
+1,141
+4% +$138K 0.03% 352
2024
Q1 		$3.9M Sell
29,096
-1,507
-5% -$202K 0.05% 232
2023
Q4 		$3.9M Sell
30,603
-1,436
-4% -$183K 0.06% 183
2023
Q3 		$4.07M Sell
32,039
-13,261
-29% -$1.45M 0.07% 172
2023
Q2 		$4.89M Sell
45,300
-1,800
-4% -$158K 0.07% 158
2023
Q1 		$4.15M Sell
47,100
-15,501
-25% -$1.25M 0.07% 171
2022
Q4 		$4.27M Sell
62,601
-1,547
-2% -$102K 0.08% 177
2022
Q3 		$3.7M Sell
64,148
-762
-1% -$44.3K 0.09% 176
2022
Q2 		$3.32M Sell
64,910
-1,426
-2% -$82.6K 0.07% 198
2022
Q1 		$4.09M Sell
66,336
-42,462
-39% -$2.62M 0.08% 186
2021
Q4 		$4.63M Buy
108,798
+14,785
+16% +$934K 0.11% 133
2021
Q3 		$5.49M Sell
94,013
-980
-1% -$58.3K 0.11% 137
2021
Q2 		$5.52M Sell
94,993
-3,227
-3% -$178K 0.11% 142
2021
Q1 		$5.12M Sell
98,220
-10,578
-10% -$482K 0.12% 131
2020
Q4 		$4.63M Sell
108,798
-1,923
-2% -$72.8K 0.11% 127
2020
Q3 		$3.79M Sell
110,721
-834
-0.7% -$27.9K 0.11% 132
2020
Q2 		$3.58M Sell
111,555
-4,214
-4% -$121K 0.11% 134
2020
Q1 		$2.85M Sell
115,769
-2,034
-2% -$70.9K 0.1% 137
2019
Q4 		$4.87M Sell
117,803
-2,281
-2% -$87.5K 0.14% 104
2019
Q3 		$4.29M Buy
120,084
+2,390
+2% +$72K 0.14% 117
2019
Q2 		$3.72M Sell
117,694
-6,530
-5% -$187K 0.12% 134
2019
Q1 		$3.3M Buy
124,224
+2,453
+2% +$65.5K 0.1% 144
2018
Q4 		$3.02M Buy
+121,771
New +$2.97M 0.12% 117

Other funds holding JBL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Kovitz Investment Group Partners's JBL Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Jabil (JBL) in Q4 2025, closing a stake of 29,930 shares — an estimated $6.5M sold.

Kovitz Investment Group Partners first reported a position in JBL in Q4 2018 and held it in 28 quarters. The position peaked at $7.5M in Q2 2025. 926 funds tracked by Wall St. Rank hold JBL as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Jabil position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 29,930 Jabil shares in Q4 2025, an estimated $6.5M.
  • Kovitz Investment Group Partners first reported a position in Jabil in Q4 2018 and held it in 28 quarters.
  • Kovitz Investment Group Partners's Jabil position peaked at $7.5M in Q2 2025.
  • 926 funds tracked by Wall St. Rank held Jabil as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.