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Wealthspire Advisors (New York)’s Jabil JBL Stock Holding History

Wealthspire Advisors (New York)’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
Q1 		$233K Sell
876
-1,235
-59% -$311K ﹤0.01% 806
2025
Q4 		$481K Buy
2,111
+1,133
+116% +$242K ﹤0.01% 622
2025
Q3 		$212K Sell
978
-385
-28% -$83.8K ﹤0.01% 774
2025
Q2 		$297K Buy
+1,363
New +$221K ﹤0.01% 666

Other funds holding JBL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealthspire Advisors (New York)'s JBL Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Jabil (JBL) stake by 59% in Q1 2026, selling an estimated $311K and leaving 876 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #806.

Wealthspire Advisors (New York) first reported a position in JBL in Q2 2025 and has held it in 4 quarters since. The position peaked at $481K in Q4 2025. 972 funds tracked by Wall St. Rank hold JBL as of Q1 2026.

  • Wealthspire Advisors (New York) held 876 shares of Jabil worth $233K as of Q1 2026.
  • Wealthspire Advisors (New York) sold 1,235 Jabil shares in Q1 2026, an estimated $311K.
  • Jabil made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #806 holding.
  • Wealthspire Advisors (New York) first reported a position in Jabil in Q2 2025 and has held it in 4 quarters since.
  • Wealthspire Advisors (New York)'s Jabil position peaked at $481K in Q4 2025.
  • 972 funds tracked by Wall St. Rank held Jabil as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.