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Robertson Stephens Wealth Management’s Jabil JBL Stock Holding History

Robertson Stephens Wealth Management’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
Q1 		– Sell
-2,799
Closed -$403K – 570
2024
Q4 		$403K Buy
+2,799
New +$367K 0.01% 405

Other funds holding JBL

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Robertson Stephens Wealth Management's JBL Position: Q1 2025 in Review

Robertson Stephens Wealth Management sold out of Jabil (JBL) in Q1 2025, closing a stake of 2,799 shares — an estimated $403K sold.

Robertson Stephens Wealth Management first reported a position in JBL in Q4 2024 and held it in 1 quarter. The position peaked at $403K in Q4 2024. 780 funds tracked by Wall St. Rank hold JBL as of Q1 2025.

  • Robertson Stephens Wealth Management reported no remaining Jabil position as of Q1 2025 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 2,799 Jabil shares in Q1 2025, an estimated $403K.
  • Robertson Stephens Wealth Management first reported a position in Jabil in Q4 2024 and held it in 1 quarter.
  • Robertson Stephens Wealth Management's Jabil position peaked at $403K in Q4 2024.
  • 780 funds tracked by Wall St. Rank held Jabil as of Q1 2025.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.