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Modera Wealth Management’s Jabil JBL Stock Holding History

Modera Wealth Management’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 		$426K Buy
1,104
+4
+0.4% +$1.38K ﹤0.01% 487
2026
Q1 		$292K Buy
1,100
+17
+2% +$4.28K ﹤0.01% 541
2025
Q4 		$247K Buy
+1,083
New +$231K ﹤0.01% 586

Other funds holding JBL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Modera Wealth Management's JBL Position: Q2 2026 in Review

Modera Wealth Management increased its Jabil (JBL) stake by 0.36% in Q2 2026, buying an estimated $1.38K and bringing the position to 1,104 shares worth $426K. The position accounts for ﹤0.01% of the portfolio, ranked #487.

Modera Wealth Management first reported a position in JBL in Q4 2025 and has held it in 3 quarters since. 599 funds tracked by Wall St. Rank hold JBL as of Q2 2026.

  • Modera Wealth Management held 1,104 shares of Jabil worth $426K as of Q2 2026.
  • Modera Wealth Management bought 4 Jabil shares in Q2 2026, an estimated $1.38K.
  • Jabil made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #487 holding.
  • Modera Wealth Management first reported a position in Jabil in Q4 2025 and has held it in 3 quarters since.
  • 599 funds tracked by Wall St. Rank held Jabil as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.