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Apella Capital’s Jacobs Solutions J Stock Holding History

Apella Capital’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 		$275K Buy
2,111
+24
+1% +$2.95K ﹤0.01% 604
2026
Q1 		$269K Buy
2,087
+11
+0.5% +$1.5K ﹤0.01% 582
2025
Q4 		$275K Buy
2,076
+2
+0.1% +$293 0.01% 458
2025
Q3 		$324K Buy
2,074
+16
+0.8% +$2.3K 0.01% 384
2025
Q2 		$272K Sell
2,058
-7
-0.3% -$863 0.01% 366
2025
Q1 		$242K Buy
+2,065
New +$266K 0.01% 344

Other funds holding J

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Apella Capital's J Position: Q2 2026 in Review

Apella Capital increased its Jacobs Solutions (J) stake by 1.1% in Q2 2026, buying an estimated $2.95K and bringing the position to 2,111 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #604.

Apella Capital first reported a position in J in Q1 2025 and has held it in 6 quarters since. The position peaked at $324K in Q3 2025. 428 funds tracked by Wall St. Rank hold J as of Q2 2026.

  • Apella Capital held 2,111 shares of Jacobs Solutions worth $275K as of Q2 2026.
  • Apella Capital bought 24 Jacobs Solutions shares in Q2 2026, an estimated $2.95K.
  • Jacobs Solutions made up ﹤0.01% of Apella Capital's portfolio in Q2 2026, its #604 holding.
  • Apella Capital first reported a position in Jacobs Solutions in Q1 2025 and has held it in 6 quarters since.
  • Apella Capital's Jacobs Solutions position peaked at $324K in Q3 2025.
  • 428 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.