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Transcend Capital Advisors’s Jabil JBL Stock Holding History

Transcend Capital Advisors’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
Q2 		– Sell
-1,776
Closed -$242K – 667
2025
Q1 		$242K Sell
1,776
-206
-10% -$31.7K 0.02% 521
2024
Q4 		$285K Buy
1,982
+155
+8% +$20.3K 0.02% 450
2024
Q3 		$219K Buy
+1,827
New +$198K 0.01% 555
2024
Q2 		– Sell
-1,882
Closed -$252K – 606
2024
Q1 		$252K Sell
1,882
-368
-16% -$49.4K 0.02% 449
2023
Q4 		$287K Sell
2,250
-25
-1% -$3.18K 0.03% 405
2023
Q3 		$289K Sell
2,275
-100
-4% -$10.9K 0.03% 381
2023
Q2 		$256K Sell
2,375
-93
-4% -$8.19K 0.02% 406
2023
Q1 		$218K Buy
+2,468
New +$199K 0.02% 432

Other funds holding JBL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Transcend Capital Advisors's JBL Position: Q2 2025 in Review

Transcend Capital Advisors sold out of Jabil (JBL) in Q2 2025, closing a stake of 1,776 shares — an estimated $242K sold.

Transcend Capital Advisors first reported a position in JBL in Q1 2023 and held it in 8 quarters. The position peaked at $289K in Q3 2023. 877 funds tracked by Wall St. Rank hold JBL as of Q2 2025.

  • Transcend Capital Advisors reported no remaining Jabil position as of Q2 2025 after selling out during the quarter.
  • Transcend Capital Advisors sold 1,776 Jabil shares in Q2 2025, an estimated $242K.
  • Transcend Capital Advisors first reported a position in Jabil in Q1 2023 and held it in 8 quarters.
  • Transcend Capital Advisors's Jabil position peaked at $289K in Q3 2023.
  • 877 funds tracked by Wall St. Rank held Jabil as of Q2 2025.

Based on Transcend Capital Advisors's 13F filing for Q2 2025, filed 1 Aug 2025.