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Stonehaven Wealth & Tax Solutions’s Jabil JBL Stock Holding History

Stonehaven Wealth & Tax Solutions’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
-1,231
Closed -$267K – 93
2025
Q3 		$267K Sell
1,231
-114
-8% -$24.8K 0.25% 61
2025
Q2 		$293K Buy
+1,345
New +$218K 0.29% 54

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Stonehaven Wealth & Tax Solutions's JBL Position: Q4 2025 in Review

Stonehaven Wealth & Tax Solutions sold out of Jabil (JBL) in Q4 2025, closing a stake of 1,231 shares — an estimated $267K sold.

Stonehaven Wealth & Tax Solutions first reported a position in JBL in Q2 2025 and held it in 2 quarters. The position peaked at $293K in Q2 2025. 923 funds tracked by Wall St. Rank hold JBL as of Q4 2025.

  • Stonehaven Wealth & Tax Solutions reported no remaining Jabil position as of Q4 2025 after selling out during the quarter.
  • Stonehaven Wealth & Tax Solutions sold 1,231 Jabil shares in Q4 2025, an estimated $267K.
  • Stonehaven Wealth & Tax Solutions first reported a position in Jabil in Q2 2025 and held it in 2 quarters.
  • Stonehaven Wealth & Tax Solutions's Jabil position peaked at $293K in Q2 2025.
  • 923 funds tracked by Wall St. Rank held Jabil as of Q4 2025.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q4 2025, filed 23 Jan 2026.