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United Capital Financial Advisors’s Jabil JBL Stock Holding History

United Capital Financial 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
2026
Q2 		$1.64M Buy
4,251
+404
+11% +$140K 0.01% 628
2026
Q1 		$1.02M Buy
3,847
+228
+6% +$57.4K 0.01% 749
2025
Q4 		$825K Buy
3,619
+509
+16% +$109K 0.01% 801
2025
Q3 		$675K Sell
3,110
-113
-4% -$24.6K ﹤0.01% 771
2025
Q2 		$703K Sell
3,223
-39
-1% -$6.32K 0.01% 691
2025
Q1 		$444K Buy
3,262
+94
+3% +$14.5K ﹤0.01% 780
2024
Q4 		$456K Sell
3,168
-84
-3% -$11K ﹤0.01% 757
2024
Q3 		$390K Buy
3,252
+338
+12% +$36.7K ﹤0.01% 792
2024
Q2 		$317K Sell
2,914
-58
-2% -$7.03K ﹤0.01% 829
2024
Q1 		$398K Sell
2,972
-190
-6% -$25.5K ﹤0.01% 795
2023
Q4 		$403K Buy
+3,162
New +$403K ﹤0.01% 783
2014
Q4 		– Sell
-11,718
Closed -$236K – 1172
2014
Q3 		$236K Buy
+11,718
New +$245K ﹤0.01% 991

Other funds holding JBL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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

United Capital Financial Advisors's JBL Position: Q2 2026 in Review

United Capital Financial Advisors increased its Jabil (JBL) stake by 11% in Q2 2026, buying an estimated $140K and bringing the position to 4,251 shares worth $1.64M. The position accounts for 0.01% of the portfolio, ranked #628.

United Capital Financial Advisors first reported a position in JBL in Q3 2014 and has held it in 12 quarters since. 1,112 funds tracked by Wall St. Rank hold JBL as of Q2 2026.

  • United Capital Financial Advisors held 4,251 shares of Jabil worth $1.64M as of Q2 2026.
  • United Capital Financial Advisors bought 404 Jabil shares in Q2 2026, an estimated $140K.
  • Jabil made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #628 holding.
  • United Capital Financial Advisors first reported a position in Jabil in Q3 2014 and has held it in 12 quarters since.
  • 1,112 funds tracked by Wall St. Rank held Jabil as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.