Tortoise Investment Management’s Jabil JBL Stock Holding History

Tortoise Investment 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 Q4	–	Sell	-6	Closed	-$1.3K	–	842
2025 Q3	$1.3K	Buy	6 +2	+50%	+$436	﹤0.01%	983
2025 Q2	$872	Buy	+4	New	+$648	﹤0.01%	1007

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 $3.37T AUM 44.26% 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

Tortoise Investment Management's JBL Position: Q4 2025 in Review

Tortoise Investment Management sold out of Jabil (JBL) in Q4 2025, closing a stake of 6 shares — an estimated $1.3K sold.

Tortoise Investment Management first reported a position in JBL in Q2 2025 and held it in 2 quarters. The position peaked at $1.3K in Q3 2025. 925 funds tracked by Wall St. Rank hold JBL as of Q4 2025.

Tortoise Investment Management reported no remaining Jabil position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 6 Jabil shares in Q4 2025, an estimated $1.3K.
Tortoise Investment Management first reported a position in Jabil in Q2 2025 and held it in 2 quarters.
Tortoise Investment Management's Jabil position peaked at $1.3K in Q3 2025.
925 funds tracked by Wall St. Rank held Jabil as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.