ORG Wealth Partners’s Jabil JBL Stock Holding History

ORG Wealth 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	-715	Closed	-$155K	–	627
2025 Q3	$155K	Buy	715 +387	+118%	+$84.3K	0.03%	239
2025 Q2	$70.9K	Buy	+328	New	+$53.2K	0.02%	299

Other funds holding JBL

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

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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ORG Wealth Partners's JBL Position: Q4 2025 in Review

ORG Wealth Partners sold out of Jabil (JBL) in Q4 2025, closing a stake of 715 shares — an estimated $155K sold.

ORG Wealth Partners first reported a position in JBL in Q2 2025 and held it in 2 quarters. The position peaked at $155K in Q3 2025. 929 funds tracked by Wall St. Rank hold JBL as of Q4 2025.

ORG Wealth Partners reported no remaining Jabil position as of Q4 2025 after selling out during the quarter.
ORG Wealth Partners sold 715 Jabil shares in Q4 2025, an estimated $155K.
ORG Wealth Partners first reported a position in Jabil in Q2 2025 and held it in 2 quarters.
ORG Wealth Partners's Jabil position peaked at $155K in Q3 2025.
929 funds tracked by Wall St. Rank held Jabil as of Q4 2025.

Based on ORG Wealth Partners's 13F filing for Q4 2025, filed 14 Jan 2026.