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Principia Wealth Advisory’s Jones Lang LaSalle JLL Stock Holding History

Principia Wealth Advisory’s Portfolio JLL Stock Details JLL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1
Closed -$223 – 977
2025
Q1 		$223 Sell
1
-1
-50% -$263 ﹤0.01% 767
2024
Q4 		$506 Buy
+2
New +$533 ﹤0.01% 544

Other funds holding JLL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principia Wealth Advisory's JLL Position: Q2 2025 in Review

Principia Wealth Advisory sold out of Jones Lang LaSalle (JLL) in Q2 2025, closing a stake of 1 share — an estimated $223 sold.

Principia Wealth Advisory first reported a position in JLL in Q4 2024 and held it in 2 quarters. The position peaked at $506 in Q4 2024. 544 funds tracked by Wall St. Rank hold JLL as of Q2 2025.

  • Principia Wealth Advisory reported no remaining Jones Lang LaSalle position as of Q2 2025 after selling out during the quarter.
  • Principia Wealth Advisory sold 1 Jones Lang LaSalle share in Q2 2025, an estimated $223.
  • Principia Wealth Advisory first reported a position in Jones Lang LaSalle in Q4 2024 and held it in 2 quarters.
  • Principia Wealth Advisory's Jones Lang LaSalle position peaked at $506 in Q4 2024.
  • 544 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q2 2025.

Based on Principia Wealth Advisory's 13F filing for Q2 2025, filed 14 Aug 2025.