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Trajan Wealth’s Jones Lang LaSalle JLL Stock Holding History

Trajan Wealth’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 		– Sell
-1,423
Closed -$433K – 158
2026
Q1 		$433K Sell
1,423
-7
-0.5% -$2.26K 0.02% 119
2025
Q4 		$481K Sell
1,430
-35
-2% -$11K 0.02% 119
2025
Q3 		$437K Buy
+1,465
New +$419K 0.02% 120
2025
Q1 		– Sell
-864
Closed -$219K – 170
2024
Q4 		$219K Sell
864
-80
-8% -$21.3K 0.01% 156
2024
Q3 		$255K Sell
944
-115
-11% -$27.9K 0.02% 144
2024
Q2 		$217K Sell
1,059
-81
-7% -$15.7K 0.01% 147
2024
Q1 		$222K Buy
+1,140
New +$207K 0.02% 170

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

Trajan Wealth's JLL Position: Q2 2026 in Review

Trajan Wealth sold out of Jones Lang LaSalle (JLL) in Q2 2026, closing a stake of 1,423 shares — an estimated $433K sold.

Trajan Wealth first reported a position in JLL in Q1 2024 and held it in 7 quarters. The position peaked at $481K in Q4 2025. 658 funds tracked by Wall St. Rank hold JLL as of Q2 2026.

  • Trajan Wealth reported no remaining Jones Lang LaSalle position as of Q2 2026 after selling out during the quarter.
  • Trajan Wealth sold 1,423 Jones Lang LaSalle shares in Q2 2026, an estimated $433K.
  • Trajan Wealth first reported a position in Jones Lang LaSalle in Q1 2024 and held it in 7 quarters.
  • Trajan Wealth's Jones Lang LaSalle position peaked at $481K in Q4 2025.
  • 658 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q2 2026.

Based on Trajan Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.