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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
2026
Q2 		$310 Hold
1
– – ﹤0.01% 960
2026
Q1 		$304 Buy
+1
New +$323 ﹤0.01% 919
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Principia Wealth Advisory's JLL Position: Q2 2026 in Review

Principia Wealth Advisory held its Jones Lang LaSalle (JLL) position steady in Q2 2026 at 1 share worth $310. The position accounts for ﹤0.01% of the portfolio, ranked #960.

Principia Wealth Advisory first reported a position in JLL in Q4 2024 and has held it in 4 quarters since. The position peaked at $506 in Q4 2024. 664 funds tracked by Wall St. Rank hold JLL as of Q2 2026.

  • Principia Wealth Advisory held 1 share of Jones Lang LaSalle worth $310 as of Q2 2026.
  • Principia Wealth Advisory left its Jones Lang LaSalle share count unchanged in Q2 2026.
  • Jones Lang LaSalle made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #960 holding.
  • Principia Wealth Advisory first reported a position in Jones Lang LaSalle in Q4 2024 and has held it in 4 quarters since.
  • Principia Wealth Advisory's Jones Lang LaSalle position peaked at $506 in Q4 2024.
  • 664 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.