Altus Wealth Group’s Jacobs Solutions J Stock Holding History

Altus Wealth Group’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
2026 Q2	$355K	Buy	2,816 +16	+0.6%	+$1.97K	0.13%	107
2026 Q1	$356K	Hold	2,800	–	–	0.15%	98
2025 Q4	$371K	Hold	2,800	–	–	0.15%	93
2025 Q3	$420K	Hold	2,800	–	–	0.17%	94
2025 Q2	$368K	Sell	2,800 -28	-1%	-$3.45K	0.16%	96
2025 Q1	$338K	Hold	2,828	–	–	0.16%	99
2024 Q4	$374K	Hold	2,828	–	–	0.17%	106
2024 Q3	$367K	Sell	2,828 -557	-16%	-$67.1K	0.16%	102
2024 Q2	$391K	Hold	3,385	–	–	0.2%	94
2024 Q1	$430K	Hold	3,385	–	–	0.22%	92
2023 Q4	$363K	Hold	3,385	–	–	0.2%	100
2023 Q3	$382K	Hold	3,385	–	–	0.24%	87
2023 Q2	$333K	Hold	3,385	–	–	0.2%	105
2023 Q1	$329K	Hold	3,385	–	–	0.22%	102
2022 Q4	$336K	Hold	3,385	–	–	0.26%	95
2022 Q3	$371K	Hold	3,385	–	–	0.37%	69
2022 Q2	$371K	Hold	3,385	–	–	0.37%	69
2022 Q1	$386K	Hold	3,385	–	–	0.32%	68
2021 Q4	$390K	Hold	3,385	–	–	0.32%	69
2021 Q3	$371K	Hold	3,385	–	–	0.37%	69
2021 Q2	$374K	Hold	3,385	–	–	0.37%	67
2021 Q1	$387K	Hold	3,385	–	–	0.38%	64
2020 Q4	$305K	Buy	+3,385	New	+$287K	0.29%	68

Other funds holding J

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

PAS

Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ninety One Cape Town, South Africa $1.85B AUM 62.46% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return

Altus Wealth Group's J Position: Q2 2026 in Review

Altus Wealth Group increased its Jacobs Solutions (J) stake by 0.57% in Q2 2026, buying an estimated $1.97K and bringing the position to 2,816 shares worth $355K. The position accounts for 0.13% of the portfolio, ranked #107.

Altus Wealth Group first reported a position in J in Q4 2020 and has held it in 23 quarters since. The position peaked at $430K in Q1 2024. 109 funds tracked by Wall St. Rank hold J as of Q2 2026.

Altus Wealth Group held 2,816 shares of Jacobs Solutions worth $355K as of Q2 2026.
Altus Wealth Group bought 16 Jacobs Solutions shares in Q2 2026, an estimated $1.97K.
Jacobs Solutions made up 0.13% of Altus Wealth Group's portfolio in Q2 2026, its #107 holding.
Altus Wealth Group first reported a position in Jacobs Solutions in Q4 2020 and has held it in 23 quarters since.
Altus Wealth Group's Jacobs Solutions position peaked at $430K in Q1 2024.
109 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.