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 Q2	$756K	Buy	1,960 +1,084	+124%	+$374K	﹤0.01%	644
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 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 $3.38T AUM 44.17% 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

Wealthspire Advisors (New York)'s JBL Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Jabil (JBL) stake by 124% in Q2 2026, buying an estimated $374K and bringing the position to 1,960 shares worth $756K. The position accounts for ﹤0.01% of the portfolio, ranked #644.

Wealthspire Advisors (New York) first reported a position in JBL in Q2 2025 and has held it in 5 quarters since. 1,121 funds tracked by Wall St. Rank hold JBL as of Q2 2026.

Wealthspire Advisors (New York) held 1,960 shares of Jabil worth $756K as of Q2 2026.
Wealthspire Advisors (New York) bought 1,084 Jabil shares in Q2 2026, an estimated $374K.
Jabil made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #644 holding.
Wealthspire Advisors (New York) first reported a position in Jabil in Q2 2025 and has held it in 5 quarters since.
1,121 funds tracked by Wall St. Rank held Jabil as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.