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NewEdge Wealth’s Jabil JBL Stock Holding History

NewEdge Wealth’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 		$347K Sell
899
-703
-44% -$243K ﹤0.01% 990
2026
Q1 		$426K Sell
1,602
-565
-26% -$142K 0.01% 865
2025
Q4 		$494K Buy
2,167
+1,176
+119% +$251K 0.01% 845
2025
Q3 		$216K Buy
+991
New +$216K ﹤0.01% 967

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 $3.38T AUM 44.17% 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

NewEdge Wealth's JBL Position: Q2 2026 in Review

NewEdge Wealth reduced its Jabil (JBL) stake by 44% in Q2 2026, selling an estimated $243K and leaving 899 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #990.

NewEdge Wealth first reported a position in JBL in Q3 2025 and has held it in 4 quarters since. The position peaked at $494K in Q4 2025. 1,121 funds tracked by Wall St. Rank hold JBL as of Q2 2026.

  • NewEdge Wealth held 899 shares of Jabil worth $347K as of Q2 2026.
  • NewEdge Wealth sold 703 Jabil shares in Q2 2026, an estimated $243K.
  • Jabil made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #990 holding.
  • NewEdge Wealth first reported a position in Jabil in Q3 2025 and has held it in 4 quarters since.
  • NewEdge Wealth's Jabil position peaked at $494K in Q4 2025.
  • 1,121 funds tracked by Wall St. Rank held Jabil as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.