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 Q3	$380K	Sell	2,806 -10	-0.4%	-$1.4K	0.14%	92
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 $45.5B AUM 15.2% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return

Washington Trust Advisors Wellesley, Massachusetts $1.4B AUM 26.88% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Ninety One Cape Town, South Africa $2B AUM 34.6% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Altus Wealth Group's J Position: Q3 2026 in Review

Altus Wealth Group reduced its Jacobs Solutions (J) stake by 0.36% in Q3 2026, selling an estimated $1.4K and leaving 2,806 shares worth $380K. The position accounts for 0.14% of the portfolio, ranked #92.

Altus Wealth Group first reported a position in J in Q4 2020 and has held it in 24 quarters since. The position peaked at $430K in Q1 2024. 193 funds tracked by Wall St. Rank hold J as of Q3 2026.

Altus Wealth Group held 2,806 shares of Jacobs Solutions worth $380K as of Q3 2026.
Altus Wealth Group sold 10 Jacobs Solutions shares in Q3 2026, an estimated $1.4K.
Jacobs Solutions made up 0.14% of Altus Wealth Group's portfolio in Q3 2026, its #92 holding.
Altus Wealth Group first reported a position in Jacobs Solutions in Q4 2020 and has held it in 24 quarters since.
Altus Wealth Group's Jacobs Solutions position peaked at $430K in Q1 2024.
193 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2026.

Based on Altus Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.