Valeo Financial Advisors’s Jabil JBL Stock Holding History

Valeo 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	$697K	Buy	1,808 +275	+18%	+$95K	0.01%	367
2026 Q1	$407K	Sell	1,533 -231	-13%	-$58.2K	0.01%	460
2025 Q4	$402K	Buy	1,764 +204	+13%	+$43.5K	0.01%	523
2025 Q3	$339K	Buy	1,560 +107	+7%	+$23.3K	0.01%	572
2025 Q2	$317K	Buy	+1,453	New	+$236K	0.01%	562
2021 Q2	–	Sell	-721	Closed	-$38K	–	1179
2021 Q1	$38K	Hold	721	–	–	﹤0.01%	974
2020 Q4	$31K	Hold	721	–	–	﹤0.01%	923
2020 Q3	$25K	Buy	721 +9	+1%	+$301	﹤0.01%	867
2020 Q2	$23K	Buy	712 +550	+340%	+$15.8K	﹤0.01%	1008
2020 Q1	$4K	Hold	162	–	–	﹤0.01%	1354
2019 Q4	$7K	Hold	162	–	–	﹤0.01%	1201
2019 Q3	$6K	Hold	162	–	–	﹤0.01%	1160
2019 Q2	$5K	Hold	162	–	–	﹤0.01%	1210
2019 Q1	$4K	Buy	162 +10	+7%	+$267	﹤0.01%	1235
2018 Q4	$4K	Sell	152 -33	-18%	-$806	﹤0.01%	1142
2018 Q3	$5K	Hold	185	–	–	﹤0.01%	1194
2018 Q2	$5K	Hold	185	–	–	﹤0.01%	1137
2018 Q1	$5K	Sell	185 -297	-62%	-$8.09K	﹤0.01%	1137
2017 Q4	$13K	Buy	482 +6	+1%	+$170	﹤0.01%	770
2017 Q3	$14K	Buy	+476	New	+$14.4K	﹤0.01%	632

Other funds holding JBL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Valeo Financial Advisors's JBL Position: Q2 2026 in Review

Valeo Financial Advisors increased its Jabil (JBL) stake by 18% in Q2 2026, buying an estimated $95K and bringing the position to 1,808 shares worth $697K. The position accounts for 0.01% of the portfolio, ranked #367.

Valeo Financial Advisors first reported a position in JBL in Q3 2017 and has held it in 20 quarters since. 1,112 funds tracked by Wall St. Rank hold JBL as of Q2 2026.

Valeo Financial Advisors held 1,808 shares of Jabil worth $697K as of Q2 2026.
Valeo Financial Advisors bought 275 Jabil shares in Q2 2026, an estimated $95K.
Jabil made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #367 holding.
Valeo Financial Advisors first reported a position in Jabil in Q3 2017 and has held it in 20 quarters since.
1,112 funds tracked by Wall St. Rank held Jabil as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.