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United Capital Financial Advisors’s Jones Lang LaSalle JLL Stock Holding History

United Capital Financial Advisors’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 		$528K Buy
1,702
+409
+32% +$127K ﹤0.01% 1088
2026
Q1 		$393K Sell
1,293
-148
-10% -$47.8K ﹤0.01% 1192
2025
Q4 		$485K Buy
1,441
+511
+55% +$160K ﹤0.01% 972
2025
Q3 		$277K Sell
930
-39
-4% -$11.1K ﹤0.01% 1043
2025
Q2 		$248K Buy
969
+114
+13% +$26.1K ﹤0.01% 984
2025
Q1 		$212K Buy
855
+24
+3% +$6.32K ﹤0.01% 998
2024
Q4 		$210K Sell
831
-10
-1% -$2.67K ﹤0.01% 1003
2024
Q3 		$227K Buy
+841
New +$204K ﹤0.01% 965
2022
Q3 		– Sell
-1,905
Closed -$333K – 1117
2022
Q2 		$333K Sell
1,905
-174
-8% -$34.7K ﹤0.01% 908
2022
Q1 		$498K Buy
+2,079
New +$507K ﹤0.01% 835
2019
Q3 		– Sell
-4,128
Closed -$581K – 1402
2019
Q2 		$581K Sell
4,128
-32,276
-89% -$4.59M ﹤0.01% 994
2019
Q1 		$5.61M Buy
36,404
+32,305
+788% +$4.86M 0.04% 391
2018
Q4 		$519K Sell
4,099
-2,136
-34% -$289K ﹤0.01% 908
2018
Q3 		$897K Sell
6,235
-595
-9% -$93.5K 0.01% 809
2018
Q2 		$1.13M Sell
6,830
-4,449
-39% -$756K 0.01% 737
2018
Q1 		$1.97M Buy
+11,279
New +$1.81M 0.02% 592
2017
Q2 		– Sell
-9,487
Closed -$1.06M – 1293
2017
Q1 		$1.06M Buy
9,487
+5,458
+135% +$594K 0.01% 729
2016
Q4 		$407K Sell
4,029
-9,418
-70% -$947K ﹤0.01% 981
2016
Q3 		$1.53M Buy
13,447
+430
+3% +$48K 0.01% 659
2016
Q2 		$1.26M Buy
13,017
+1,365
+12% +$157K 0.01% 667
2016
Q1 		$1.37M Buy
11,652
+2,271
+24% +$275K 0.02% 624
2015
Q4 		$1.5M Buy
9,381
+2,562
+38% +$405K 0.02% 600
2015
Q3 		$980K Buy
6,819
+2,471
+57% +$404K 0.01% 696
2015
Q2 		$744K Buy
4,348
+546
+14% +$92.2K 0.01% 789
2015
Q1 		$631K Buy
3,802
+34
+0.9% +$5.36K 0.01% 820
2014
Q4 		$565K Buy
3,768
+438
+13% +$60.4K 0.01% 787
2014
Q3 		$421K Buy
+3,330
New +$433K 0.01% 836

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

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

United Capital Financial Advisors increased its Jones Lang LaSalle (JLL) stake by 32% in Q2 2026, buying an estimated $127K and bringing the position to 1,702 shares worth $528K. The position accounts for ﹤0.01% of the portfolio, ranked #1088.

United Capital Financial Advisors first reported a position in JLL in Q3 2014 and has held it in 27 quarters since. The position peaked at $5.61M in Q1 2019. 659 funds tracked by Wall St. Rank hold JLL as of Q2 2026.

  • United Capital Financial Advisors held 1,702 shares of Jones Lang LaSalle worth $528K as of Q2 2026.
  • United Capital Financial Advisors bought 409 Jones Lang LaSalle shares in Q2 2026, an estimated $127K.
  • Jones Lang LaSalle made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1088 holding.
  • United Capital Financial Advisors first reported a position in Jones Lang LaSalle in Q3 2014 and has held it in 27 quarters since.
  • United Capital Financial Advisors's Jones Lang LaSalle position peaked at $5.61M in Q1 2019.
  • 659 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q2 2026.

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