OneDigital Investment Advisors’s JBT Marel JBTM Stock Holding History

OneDigital Investment Advisors’s Portfolio JBTM Stock Details JBTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-5,778	Closed	-$812K	–	1610
2025 Q3	$812K	Buy	+5,778	New	+$790K	0.01%	741
2019 Q3	–	Sell	-250	Closed	-$30K	–	1188
2019 Q2	$30K	Hold	250	–	–	﹤0.01%	694
2019 Q1	$23K	Hold	250	–	–	﹤0.01%	693
2018 Q4	$18K	Hold	250	–	–	﹤0.01%	727
2018 Q3	$30K	Hold	250	–	–	0.01%	539
2018 Q2	$22K	Hold	250	–	–	﹤0.01%	782
2018 Q1	$28K	Hold	250	–	–	0.01%	691
2017 Q4	$28K	Hold	250	–	–	﹤0.01%	686
2017 Q3	$25K	Hold	250	–	–	0.01%	583
2017 Q2	$25K	Buy	+250	New	+$22.2K	0.01%	683

Other funds holding JBTM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Lifeyrissjodur Verzlunarmanna Reykjavik $231M AUM 20.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Gildi lifeyrissjodur Reykjavik $197M AUM

OneDigital Investment Advisors's JBTM Position: Q4 2025 in Review

OneDigital Investment Advisors sold out of JBT Marel (JBTM) in Q4 2025, closing a stake of 5,778 shares — an estimated $812K sold.

OneDigital Investment Advisors first reported a position in JBTM in Q2 2017 and held it in 10 quarters. The position peaked at $812K in Q3 2025. 387 funds tracked by Wall St. Rank hold JBTM as of Q4 2025.

OneDigital Investment Advisors reported no remaining JBT Marel position as of Q4 2025 after selling out during the quarter.
OneDigital Investment Advisors sold 5,778 JBT Marel shares in Q4 2025, an estimated $812K.
OneDigital Investment Advisors first reported a position in JBT Marel in Q2 2017 and held it in 10 quarters.
OneDigital Investment Advisors's JBT Marel position peaked at $812K in Q3 2025.
387 funds tracked by Wall St. Rank held JBT Marel as of Q4 2025.

Based on OneDigital Investment Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.