WPA
JLL icon

Wealth Preservation Advisors’s Jones Lang LaSalle JLL Stock Holding History

Wealth Preservation 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 		– Sell
-14
Closed -$4.26K – 504
2026
Q1 		$4.26K Buy
+14
New +$4.52K ﹤0.01% 509

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

Wealth Preservation Advisors's JLL Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Jones Lang LaSalle (JLL) in Q2 2026, closing a stake of 14 shares — an estimated $4.26K sold.

Wealth Preservation Advisors first reported a position in JLL in Q1 2026 and held it in 1 quarter. The position peaked at $4.26K in Q1 2026. 664 funds tracked by Wall St. Rank hold JLL as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Jones Lang LaSalle position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 14 Jones Lang LaSalle shares in Q2 2026, an estimated $4.26K.
  • Wealth Preservation Advisors first reported a position in Jones Lang LaSalle in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Jones Lang LaSalle position peaked at $4.26K in Q1 2026.
  • 664 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.