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Aaron Wealth Advisors’s Jacobs Solutions J Stock Holding History

Aaron Wealth Advisors’s Portfolio J Stock Details J Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,098
Closed -$278K – 476
2024
Q4 		$278K Buy
+2,098
New +$289K 0.03% 336
2022
Q2 		– Sell
-19,826
Closed -$119K – 517
2022
Q1 		$119K Buy
+19,826
New +$2.13M ﹤0.01% 872

Other funds holding J

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Aaron Wealth Advisors's J Position: Q1 2025 in Review

Aaron Wealth Advisors sold out of Jacobs Solutions (J) in Q1 2025, closing a stake of 2,098 shares — an estimated $278K sold.

Aaron Wealth Advisors first reported a position in J in Q1 2022 and held it in 2 quarters. The position peaked at $278K in Q4 2024. 831 funds tracked by Wall St. Rank hold J as of Q1 2025.

  • Aaron Wealth Advisors reported no remaining Jacobs Solutions position as of Q1 2025 after selling out during the quarter.
  • Aaron Wealth Advisors sold 2,098 Jacobs Solutions shares in Q1 2025, an estimated $278K.
  • Aaron Wealth Advisors first reported a position in Jacobs Solutions in Q1 2022 and held it in 2 quarters.
  • Aaron Wealth Advisors's Jacobs Solutions position peaked at $278K in Q4 2024.
  • 831 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2025.

Based on Aaron Wealth Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.